+33.6%
GF vs VOO
+78.5%
-44.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +1.0% | +2.6% | -1.6% | -0.7% |
| 30D | +1.3% | -2.0% | +3.3% | +2.6% |
| 3M | -11.4% | -2.8% | -8.6% | -9.7% |
| 6M | -11.9% | +2.2% | -14.0% | -13.2% |
| YTD | -8.8% | +11.5% | -20.3% | -15.1% |
| 1Y | -1.6% | +13.5% | -15.1% | -9.5% |
| 3Y | +33.6% | +78.1% | -44.5% | -15.2% |
| All | +33.6% | +78.5% | -44.8% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling