-2.7%
GFS vs VOO
+79.9%
-82.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | +2.6% | +0.5% | +2.1% | +1.6% |
| 30D | -16.4% | -0.9% | -15.5% | -14.9% |
| 3M | -41.6% | +3.9% | -45.5% | -44.9% |
| 6M | -3.7% | +14.5% | -18.2% | -22.1% |
| YTD | +29.3% | +13.0% | +16.4% | +7.0% |
| 1Y | +37.1% | +19.4% | +17.7% | +3.7% |
| 3Y | -22.1% | +78.9% | -101.0% | -69.2% |
| All | -2.7% | +79.9% | -82.6% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling