-33.2%
GFR vs VOO
+73.9%
-107.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.0% |
| 7D | +5.8% | -0.8% | +6.6% | +6.1% |
| 30D | -8.2% | -1.1% | -7.1% | -7.9% |
| 3M | +12.4% | +3.9% | +8.5% | +10.7% |
| 6M | +4.0% | +13.6% | -9.6% | -1.1% |
| YTD | +37.0% | +12.7% | +24.3% | +30.7% |
| 1Y | +37.3% | +17.6% | +19.7% | +28.6% |
| 3Y | -35.8% | +77.3% | -113.1% | -45.6% |
| All | -33.2% | +73.9% | -107.1% | -43.7% |
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