+37.3%
GBF vs VOO
+802.4%
-765.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.7% | -2.0% | +1.2% | -0.8% |
| 30D | -2.1% | +2.0% | -4.1% | -2.1% |
| 3M | -1.8% | +4.7% | -6.6% | -1.8% |
| 6M | -2.7% | +12.6% | -15.3% | -2.6% |
| YTD | -1.9% | +11.8% | -13.6% | -1.7% |
| 1Y | -1.5% | +17.5% | -19.1% | -1.3% |
| 3Y | +10.4% | +77.0% | -66.5% | +11.6% |
| 5Y | -4.9% | +82.6% | -87.5% | -4.0% |
| 10Y | +12.1% | +320.0% | -307.8% | +20.4% |
| All | +37.3% | +802.4% | -765.1% | +59.4% |
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