-2.4%
GROY vs VOO
+114.1%
-116.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +3.2% |
| 7D | +1.8% | -0.8% | +2.6% | +2.6% |
| 30D | +7.6% | -1.1% | +8.6% | +8.7% |
| 3M | +19.6% | +3.9% | +15.8% | +15.5% |
| 6M | -19.0% | +13.6% | -32.6% | -27.4% |
| YTD | -15.6% | +12.7% | -28.3% | -23.8% |
| 1Y | -8.3% | +17.6% | -25.9% | -20.0% |
| 3Y | +148.9% | +77.3% | +71.6% | +45.3% |
| 5Y | -34.1% | +84.1% | -118.2% | -64.9% |
| All | -2.4% | +114.1% | -116.5% | -60.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling