-81.0%
GRCE vs VOO
+72.9%
-153.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +1.1% | -0.6% | +1.7% | +1.4% |
| 30D | -10.6% | -3.6% | -6.9% | -8.0% |
| 3M | -11.8% | -2.7% | -9.1% | -10.1% |
| 6M | -20.5% | +2.2% | -22.8% | -22.0% |
| YTD | -46.2% | +10.9% | -57.1% | -50.2% |
| 1Y | -37.8% | +11.3% | -49.1% | -42.6% |
| 3Y | -16.2% | +76.9% | -93.1% | -44.7% |
| All | -81.0% | +72.9% | -153.9% | -85.9% |
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 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