+669.0%
GRMN vs ITOT
+303.4%
+365.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.5% |
| 7D | +2.4% | -0.9% | +3.3% | +3.3% |
| 30D | -8.5% | -1.5% | -7.0% | -7.1% |
| 3M | +19.5% | +3.6% | +15.9% | +15.3% |
| 6M | +21.2% | +13.7% | +7.5% | +7.2% |
| YTD | +41.0% | +12.9% | +28.1% | +25.8% |
| 1Y | +19.6% | +17.2% | +2.4% | +3.0% |
| 3Y | +183.8% | +75.6% | +108.2% | +68.9% |
| 5Y | +83.0% | +75.5% | +7.5% | +8.8% |
| All | +669.0% | +303.4% | +365.5% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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