+299.3%
GRX vs VOO
+807.8%
-508.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -2.0% | -0.4% | -1.6% | -1.7% |
| 30D | -0.4% | -1.4% | +1.0% | +0.5% |
| 3M | +10.4% | +3.7% | +6.6% | +7.4% |
| 6M | +8.0% | +13.0% | -5.0% | -1.2% |
| YTD | +6.6% | +12.4% | -5.9% | -2.2% |
| 1Y | +12.1% | +18.6% | -6.5% | -1.1% |
| 3Y | +29.8% | +78.1% | -48.3% | -15.5% |
| 5Y | -1.1% | +82.3% | -83.4% | -37.3% |
| 10Y | +65.7% | +322.5% | -256.8% | -42.8% |
| All | +299.3% | +807.8% | -508.5% | -18.9% |
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