+24.8%
GFI vs VOO
+18.2%
+6.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | -0.8% |
| 7D | -2.7% | -0.8% | -1.9% | -1.1% |
| 30D | +13.2% | -1.1% | +14.3% | +15.8% |
| 3M | +28.5% | +3.9% | +24.6% | +18.9% |
| 6M | -6.2% | +13.6% | -19.8% | -25.7% |
| YTD | +8.7% | +12.7% | -4.0% | -12.8% |
| 1Y | +24.8% | +17.6% | +7.3% | -17.0% |
| All | +24.8% | +18.2% | +6.7% | -17.0% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling