Performance

Roth IRA · Inception of Active Management September 18, 2025 · Investment returns only — cash deposits excluded

Balance
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Today
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1 Week
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1 Month
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YTD
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Since Inception of Active Mgmt (9/18/25)
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Investment Growth Since Inception of Active Management (9/18/25)
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Investment Return % vs Benchmarks
GVR Portfolio (since 9/18/25) VOO (S&P 500) QQQ (Nasdaq)
Disclosure: Performance reflects investment returns only from inception date of active management on September 18, 2025. Cash deposits are excluded from return calculations. Benchmark data sourced via Nasdaq. Past performance does not guarantee future results. This is not investment advice. Full disclosures →