-82.1%
GRO vs VOO
+29.7%
-111.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.3% | -4.2% |
| 7D | -4.0% | -0.4% | -3.6% | -3.6% |
| 30D | +7.1% | -1.4% | +8.5% | +8.6% |
| 3M | +13.1% | +3.7% | +9.4% | +8.0% |
| 6M | -24.4% | +13.0% | -37.4% | -34.0% |
| YTD | +28.0% | +12.4% | +15.6% | +12.7% |
| 1Y | +0.4% | +18.6% | -18.2% | -16.1% |
| All | -82.1% | +29.7% | -111.8% | -86.8% |
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