+121.8%
ORRF vs VOO
+77.8%
+44.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +15.9% | +2.0% | +13.9% | +13.9% |
| 6M | +20.2% | +13.0% | +7.1% | +8.9% |
| YTD | +24.6% | +13.6% | +11.0% | +12.4% |
| 1Y | +26.3% | +20.1% | +6.3% | +8.8% |
| All | +121.8% | +77.8% | +44.0% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling