+30.3%
GRFS vs VOO
+667.6%
-637.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -1.6% | +0.1% | -1.7% | -1.7% |
| 3M | +4.3% | +2.0% | +2.3% | +2.5% |
| 6M | -8.7% | +13.0% | -21.8% | -17.0% |
| YTD | -15.5% | +13.6% | -29.0% | -23.4% |
| 1Y | -20.2% | +20.1% | -40.2% | -30.8% |
| 3Y | -14.4% | +77.6% | -92.0% | -45.0% |
| 5Y | -45.4% | +82.4% | -127.8% | -65.9% |
| 10Y | -44.1% | +316.8% | -360.9% | -82.6% |
| All | +30.3% | +667.6% | -637.3% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling