+22.1%
GFI vs VOO
+18.2%
+3.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -3.0% |
| 7D | -4.9% | -0.8% | -4.1% | -3.3% |
| 30D | +10.7% | -1.1% | +11.8% | +13.2% |
| 3M | +25.6% | +3.9% | +21.7% | +16.2% |
| 6M | -8.3% | +13.6% | -21.9% | -27.4% |
| YTD | +6.3% | +12.7% | -6.4% | -14.8% |
| 1Y | +22.1% | +17.6% | +4.5% | -18.8% |
| All | +22.1% | +18.2% | +3.9% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling