+202.5%
GRBK vs VOO
+82.8%
+119.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.3% |
| 7D | -3.8% | -0.8% | -3.0% | -2.8% |
| 30D | -2.4% | -1.1% | -1.3% | -1.1% |
| 3M | -6.3% | +3.9% | -10.2% | -10.8% |
| 6M | +4.3% | +13.6% | -9.3% | -11.1% |
| YTD | +9.2% | +12.7% | -3.5% | -6.2% |
| 1Y | -9.1% | +17.6% | -26.7% | -26.2% |
| 3Y | +50.2% | +77.3% | -27.1% | -31.9% |
| All | +202.5% | +82.8% | +119.7% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling