-100.0%
GRI vs VOO
+108.9%
-208.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.6% | +8.4% | +8.3% |
| 7D | -15.3% | -2.0% | -13.3% | -13.7% |
| 30D | -11.8% | -1.7% | -10.2% | -10.3% |
| 3M | -16.0% | +4.7% | -20.8% | -19.5% |
| 6M | -29.5% | +12.6% | -42.0% | -36.5% |
| YTD | -71.9% | +11.8% | -83.7% | -74.6% |
| 1Y | -95.6% | +17.5% | -113.1% | -96.1% |
| 3Y | -100.0% | +77.0% | -177.0% | -100.0% |
| 5Y | -100.0% | +82.6% | -182.6% | -100.0% |
| All | -100.0% | +108.9% | -208.9% | -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 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