+202.0%
GF vs VOO
+817.1%
-615.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +0.8% | +0.1% | +0.7% | +0.8% |
| 3M | -4.8% | +2.0% | -6.8% | -6.4% |
| 6M | +1.2% | +13.0% | -11.8% | -8.5% |
| YTD | +2.0% | +13.6% | -11.5% | -8.1% |
| 1Y | +3.9% | +20.1% | -16.1% | -10.8% |
| 3Y | +36.7% | +77.6% | -40.9% | -16.8% |
| 5Y | -18.8% | +82.4% | -101.3% | -52.3% |
| 10Y | +92.9% | +316.8% | -223.9% | -48.8% |
| All | +202.0% | +817.1% | -615.1% | -67.0% |
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