-82.0%
GRO vs VOO
+28.9%
-110.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -1.2% | -2.0% | +0.8% | +1.0% |
| 30D | +9.0% | -1.7% | +10.6% | +10.9% |
| 3M | +16.3% | +4.7% | +11.5% | +9.6% |
| 6M | -25.0% | +12.6% | -37.6% | -34.3% |
| YTD | +28.6% | +11.8% | +16.8% | +13.9% |
| 1Y | +4.3% | +17.5% | -13.3% | -12.0% |
| All | -82.0% | +28.9% | -110.9% | -86.6% |
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 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