+37.1%
GFS vs VOO
+19.5%
+17.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +1.0% |
| 7D | +2.6% | +0.5% | +2.1% | +1.4% |
| 30D | -16.4% | -0.9% | -15.5% | -14.6% |
| 3M | -41.6% | +3.9% | -45.5% | -45.8% |
| 6M | -3.7% | +14.5% | -18.2% | -24.8% |
| YTD | +29.3% | +13.0% | +16.4% | +2.9% |
| 1Y | +37.1% | +19.4% | +17.7% | -3.2% |
| All | +37.1% | +19.5% | +17.7% | -3.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling