-36.6%
GRFS vs VOO
+309.6%
-346.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +3.1% | +2.6% | +0.5% | +1.2% |
| 30D | +20.0% | -2.0% | +22.0% | +21.7% |
| 3M | +9.6% | -2.8% | +12.4% | +11.8% |
| 6M | +14.2% | +2.2% | +12.1% | +12.1% |
| YTD | -5.8% | +11.5% | -17.3% | -13.2% |
| 1Y | +1.2% | +13.5% | -12.3% | -8.0% |
| 3Y | +0.7% | +78.1% | -77.4% | -34.0% |
| 5Y | -25.3% | +73.1% | -98.4% | -50.3% |
| All | -36.6% | +309.6% | -346.2% | -77.1% |
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 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