-5.9%
GROY vs VOO
+113.5%
-119.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | -2.1% | -0.4% | -1.7% | -1.7% |
| 30D | +6.8% | -1.4% | +8.2% | +8.3% |
| 3M | +15.8% | +3.7% | +12.1% | +12.1% |
| 6M | -22.0% | +13.0% | -35.1% | -29.8% |
| YTD | -18.6% | +12.4% | -31.0% | -26.3% |
| 1Y | -12.5% | +18.6% | -31.1% | -24.2% |
| 3Y | +140.1% | +78.1% | +62.1% | +39.6% |
| 5Y | -34.2% | +82.3% | -116.5% | -64.5% |
| All | -5.9% | +113.5% | -119.4% | -61.8% |
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