+172.7%
GRDN vs VOO
+35.9%
+136.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.1% |
| 7D | +7.0% | -0.8% | +7.8% | +7.6% |
| 30D | +13.1% | -1.1% | +14.2% | +14.0% |
| 3M | +1.3% | +3.9% | -2.6% | -1.7% |
| 6M | +30.2% | +13.6% | +16.6% | +17.3% |
| YTD | +45.0% | +12.7% | +32.3% | +31.6% |
| 1Y | +44.0% | +17.6% | +26.4% | +26.5% |
| All | +172.7% | +35.9% | +136.8% | +120.0% |
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 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