-100.0%
GRDX vs VOO
+81.6%
-181.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -5.3% |
| 7D | -12.7% | -0.4% | -12.4% | -12.6% |
| 30D | +0.3% | -1.4% | +1.7% | +1.3% |
| 3M | -52.6% | +3.7% | -56.3% | -53.6% |
| 6M | +41.8% | +13.0% | +28.7% | +31.8% |
| YTD | -35.2% | +12.4% | -47.6% | -39.4% |
| 1Y | +30.2% | +18.6% | +11.6% | +18.3% |
| 3Y | -87.9% | +78.1% | -165.9% | -91.9% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +81.6% | -181.6% | -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