+1,431.1%
GRMN vs VCLT
+103.3%
+1,327.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | -11.3% | -0.6% | -10.8% | -11.2% |
| 3M | +17.7% | -2.2% | +20.0% | +18.2% |
| 6M | +14.2% | -2.9% | +17.1% | +14.8% |
| YTD | +37.0% | -2.1% | +39.1% | +37.6% |
| 1Y | +17.0% | -2.6% | +19.6% | +17.6% |
| 3Y | +183.2% | +12.5% | +170.7% | +178.5% |
| 5Y | +77.3% | -15.3% | +92.6% | +73.6% |
| 10Y | +630.9% | +16.6% | +614.3% | +665.6% |
| All | +1,431.1% | +103.3% | +1,327.7% | +2,100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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