-30.5%
GRFS vs VOO
+67.9%
-98.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | +4.1% | -2.7% | +6.8% | +6.3% |
| 30D | +12.4% | -5.4% | +17.8% | +17.4% |
| 3M | +7.7% | -4.1% | +11.7% | +11.2% |
| 6M | +1.6% | +0.7% | +0.8% | +0.5% |
| YTD | -8.6% | +8.7% | -17.4% | -15.0% |
| 1Y | +2.2% | +11.0% | -8.8% | -6.6% |
| 3Y | -5.2% | +75.5% | -80.6% | -40.2% |
| All | -30.5% | +67.9% | -98.4% | -55.3% |
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