-21.1%
GFUZ vs VOO
+16.6%
-37.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.9% |
| 7D | +2.4% | +0.5% | +1.9% | +2.1% |
| 30D | -13.8% | -0.9% | -12.9% | -13.3% |
| 3M | -23.2% | +3.9% | -27.1% | -24.9% |
| 6M | -21.7% | +14.5% | -36.2% | -24.7% |
| YTD | -21.5% | +13.0% | -34.4% | -24.2% |
| All | -21.1% | +16.6% | -37.6% | -24.1% |
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