+635.7%
GRID vs VOO
+807.8%
-172.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.5% |
| 7D | +2.6% | -0.4% | +3.0% | +3.0% |
| 30D | -2.7% | -1.4% | -1.3% | -1.3% |
| 3M | -3.6% | +3.7% | -7.3% | -7.0% |
| 6M | +7.9% | +13.0% | -5.1% | -4.3% |
| YTD | +18.3% | +12.4% | +5.8% | +5.4% |
| 1Y | +25.9% | +18.6% | +7.3% | +6.3% |
| 3Y | +87.6% | +78.1% | +9.5% | +4.7% |
| 5Y | +93.8% | +82.3% | +11.5% | +5.7% |
| 10Y | +421.3% | +322.5% | +98.7% | +22.2% |
| All | +635.7% | +807.8% | -172.1% | -29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling