+88.3%
GF vs VOO
+314.0%
-225.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.4% |
| 7D | -1.0% | +0.5% | -1.5% | -1.4% |
| 30D | -2.3% | -0.9% | -1.4% | -1.6% |
| 3M | -4.2% | +3.9% | -8.1% | -7.0% |
| 6M | +3.5% | +14.5% | -11.0% | -6.4% |
| YTD | +0.2% | +13.0% | -12.8% | -8.5% |
| 1Y | 0.0% | +19.4% | -19.4% | -12.4% |
| 3Y | +36.9% | +78.9% | -42.0% | -12.8% |
| 5Y | -20.0% | +82.3% | -102.2% | -50.1% |
| 10Y | +88.3% | +314.2% | -225.9% | -35.9% |
| All | +88.3% | +314.0% | -225.7% | -35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling