+29.5%
GROZ vs VOO
+27.4%
+2.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -1.5% | -2.0% | +0.5% | +1.0% |
| 30D | -1.4% | -1.7% | +0.3% | +0.7% |
| 3M | +5.4% | +4.7% | +0.6% | -0.3% |
| 6M | +12.7% | +12.6% | +0.1% | -2.3% |
| YTD | +9.6% | +11.8% | -2.1% | -4.1% |
| 1Y | +14.3% | +17.5% | -3.2% | -6.0% |
| All | +29.5% | +27.4% | +2.1% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling