+1,795.1%
GRMN vs ITOT
+885.8%
+909.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.7% |
| 7D | -1.4% | -0.4% | -1.0% | -1.0% |
| 30D | -13.1% | -1.6% | -11.5% | -11.6% |
| 3M | +14.9% | +3.5% | +11.4% | +10.6% |
| 6M | +13.1% | +13.1% | 0.0% | -0.4% |
| YTD | +35.3% | +12.7% | +22.6% | +19.7% |
| 1Y | +16.0% | +18.3% | -2.3% | -2.2% |
| 3Y | +179.6% | +76.4% | +103.2% | +57.8% |
| 5Y | +75.0% | +73.8% | +1.3% | -0.2% |
| 10Y | +644.1% | +301.2% | +342.9% | +74.4% |
| All | +1,795.1% | +885.8% | +909.3% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling