+45.2%
GRFS vs VOO
+652.1%
-606.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +1.3% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +16.5% | -3.3% | +19.8% | +19.4% |
| 3M | +9.4% | -2.4% | +11.8% | +11.4% |
| 6M | +8.7% | +2.6% | +6.1% | +6.2% |
| YTD | -5.8% | +11.3% | -17.1% | -13.4% |
| 1Y | +4.3% | +13.4% | -9.1% | -5.5% |
| 3Y | -0.5% | +80.3% | -80.8% | -37.0% |
| 5Y | -27.2% | +72.7% | -99.9% | -52.6% |
| 10Y | -38.9% | +310.0% | -348.9% | -80.7% |
| All | +45.2% | +652.1% | -606.9% | -72.1% |
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 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