-50.1%
GBFH vs VOO
+18.2%
-68.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.7% |
| 7D | -0.8% | -0.8% | -0.1% | -0.6% |
| 30D | -5.0% | -1.1% | -4.0% | -4.7% |
| 3M | -37.6% | +3.9% | -41.5% | -38.6% |
| 6M | -26.2% | +13.6% | -39.8% | -33.6% |
| YTD | -40.6% | +12.7% | -53.3% | -46.2% |
| 1Y | -50.1% | +17.6% | -67.7% | -56.1% |
| All | -50.1% | +18.2% | -68.3% | -56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling