+54.6%
GFEB vs VOO
+98.9%
-44.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | 0.0% |
| 7D | -0.2% | -0.8% | +0.6% | +0.2% |
| 30D | +0.3% | -1.1% | +1.4% | +0.8% |
| 3M | +2.9% | +3.9% | -1.0% | +1.0% |
| 6M | +7.4% | +13.6% | -6.2% | +0.8% |
| YTD | +8.1% | +12.7% | -4.6% | +1.8% |
| 1Y | +11.4% | +17.6% | -6.1% | +2.7% |
| 3Y | +42.4% | +77.3% | -34.9% | +4.7% |
| All | +54.6% | +98.9% | -44.2% | +5.9% |
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