+145.2%
ORRF vs VOO
+314.0%
-168.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | +2.3% | +0.5% | +1.8% | +1.8% |
| 30D | -0.9% | -0.9% | 0.0% | -0.1% |
| 3M | +12.4% | +3.9% | +8.5% | +8.4% |
| 6M | +21.7% | +14.5% | +7.2% | +7.7% |
| YTD | +22.0% | +13.0% | +9.0% | +9.2% |
| 1Y | +24.4% | +19.4% | +5.0% | +6.0% |
| 3Y | +122.0% | +78.9% | +43.2% | +32.0% |
| 5Y | +115.4% | +82.3% | +33.2% | +22.8% |
| 10Y | +145.2% | +314.2% | -169.0% | -24.9% |
| All | +145.2% | +314.0% | -168.8% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling