+19.2%
GBFH vs VOO
+40.9%
-21.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.6% |
| 7D | -0.8% | -0.8% | -0.1% | -0.4% |
| 30D | -5.0% | -1.1% | -4.0% | -4.4% |
| 3M | -37.6% | +3.9% | -41.5% | -39.3% |
| 6M | -26.2% | +13.6% | -39.8% | -32.8% |
| YTD | -40.6% | +12.7% | -53.3% | -45.6% |
| 1Y | -50.1% | +17.6% | -67.7% | -55.5% |
| All | +19.2% | +40.9% | -21.7% | -4.5% |
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