-42.7%
GFUZ vs VOO
+15.9%
-58.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.0% |
| 7D | +2.3% | -0.9% | +3.2% | +3.1% |
| 30D | -27.6% | -2.3% | -25.3% | -26.3% |
| 3M | -37.0% | -1.2% | -35.8% | -36.3% |
| 6M | -45.0% | +3.3% | -48.3% | -45.8% |
| YTD | -43.0% | +12.3% | -55.3% | -44.6% |
| 1Y | -44.1% | +12.5% | -56.6% | -45.7% |
| All | -42.7% | +15.9% | -58.6% | -44.5% |
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