-100.0%
GRDX vs VOO
+74.6%
-174.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | +16.1% | +3.3% | +12.8% | +13.4% |
| 30D | +19.1% | -2.7% | +21.8% | +22.3% |
| 3M | +64.7% | -1.7% | +66.5% | +68.0% |
| 6M | +61.8% | +3.1% | +58.7% | +60.1% |
| YTD | +16.3% | +11.9% | +4.4% | +10.1% |
| 1Y | +40.8% | +12.1% | +28.7% | +33.6% |
| 3Y | -67.3% | +78.6% | -145.8% | -77.8% |
| 5Y | -100.0% | +73.8% | -173.8% | -100.0% |
| All | -100.0% | +74.6% | -174.6% | -100.0% |
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