-100.0%
GRI vs VOO
+77.8%
-177.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.6% | -0.6% | -30.0% | -30.0% |
| 7D | +4.7% | +0.5% | +4.2% | +4.5% |
| 30D | +36.1% | -0.9% | +37.0% | +37.6% |
| 3M | -7.8% | +3.9% | -11.7% | -11.5% |
| 6M | -22.0% | +14.5% | -36.6% | -32.3% |
| YTD | -71.1% | +13.0% | -84.0% | -74.5% |
| 1Y | -95.4% | +19.4% | -114.8% | -96.2% |
| All | -100.0% | +77.8% | -177.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling