+261.7%
GREK vs VOO
+81.6%
+180.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | +2.6% | -0.4% | +3.0% | +2.9% |
| 30D | +5.6% | -1.4% | +7.0% | +6.8% |
| 3M | +19.4% | +3.7% | +15.7% | +16.0% |
| 6M | +33.9% | +13.0% | +20.9% | +21.8% |
| YTD | +32.3% | +12.4% | +19.8% | +20.8% |
| 1Y | +39.9% | +18.6% | +21.4% | +22.5% |
| 3Y | +171.6% | +78.1% | +93.6% | +69.6% |
| 5Y | +261.7% | +82.3% | +179.5% | +120.0% |
| All | +261.7% | +81.6% | +180.2% | +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 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