-32.6%
GROW vs VOO
+807.8%
-840.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -11.5% | -0.4% | -11.1% | -11.2% |
| 30D | -7.5% | -1.4% | -6.1% | -6.8% |
| 3M | +3.7% | +3.7% | 0.0% | +1.5% |
| 6M | -11.9% | +13.0% | -24.9% | -17.9% |
| YTD | +21.4% | +12.4% | +8.9% | +13.4% |
| 1Y | +23.5% | +18.6% | +4.9% | +11.9% |
| 3Y | +8.0% | +78.1% | -70.0% | -23.4% |
| 5Y | -46.0% | +82.3% | -128.3% | -62.2% |
| 10Y | +98.6% | +322.5% | -224.0% | -5.2% |
| All | -32.6% | +807.8% | -840.5% | -84.4% |
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