+209.5%
GRDN vs VOO
+34.5%
+175.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +16.8% | +2.6% | +14.2% | +14.7% |
| 30D | +22.0% | -2.0% | +24.0% | +23.9% |
| 3M | +28.8% | -2.8% | +31.5% | +31.3% |
| 6M | +38.8% | +2.2% | +36.7% | +36.2% |
| YTD | +64.6% | +11.5% | +53.1% | +50.3% |
| 1Y | +62.8% | +13.5% | +49.3% | +46.7% |
| All | +209.5% | +34.5% | +175.0% | +151.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling