-84.1%
GRCE vs VOO
+81.6%
-165.7%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | +1.4% | -1.4% | +2.8% | +2.5% |
| 3M | -8.2% | +3.7% | -11.9% | -10.8% |
| 6M | -45.5% | +13.0% | -58.6% | -50.3% |
| YTD | -38.2% | +12.4% | -50.6% | -43.3% |
| 1Y | -34.4% | +18.6% | -53.0% | -42.4% |
| 3Y | +0.9% | +78.1% | -77.1% | -34.3% |
| 5Y | -84.1% | +82.3% | -166.4% | -89.1% |
| All | -84.1% | +81.6% | -165.7% | -89.1% |
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