+434.1%
GREK vs VOO
+325.3%
+108.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.4% |
| 7D | +0.6% | -0.8% | +1.4% | +1.4% |
| 30D | +6.6% | -1.1% | +7.7% | +7.8% |
| 3M | +16.9% | +3.9% | +13.0% | +12.5% |
| 6M | +32.4% | +13.6% | +18.8% | +16.7% |
| YTD | +33.8% | +12.7% | +21.0% | +18.8% |
| 1Y | +40.2% | +17.6% | +22.6% | +19.0% |
| 3Y | +178.5% | +77.3% | +101.2% | +51.0% |
| 5Y | +262.1% | +84.1% | +178.0% | +86.0% |
| All | +434.1% | +325.3% | +108.8% | +1.8% |
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