+86.1%
GF vs VOO
+306.9%
-220.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | 0.0% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | +0.4% | -3.6% | +4.0% | +3.2% |
| 3M | -9.7% | -2.7% | -7.0% | -7.8% |
| 6M | -13.3% | +2.2% | -15.6% | -14.9% |
| YTD | -8.2% | +10.9% | -19.1% | -15.0% |
| 1Y | -0.4% | +11.3% | -11.7% | -8.1% |
| 3Y | +32.9% | +76.9% | -44.0% | -14.7% |
| 5Y | -23.5% | +73.5% | -97.0% | -50.5% |
| 10Y | +86.1% | +307.7% | -221.6% | -36.1% |
| All | +86.1% | +306.9% | -220.8% | -36.1% |
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 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