+597.9%
GRMN vs VO
+197.6%
+400.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.9% | +3.1% | -4.0% | -3.6% |
| 30D | +1.2% | +2.2% | -1.0% | -0.8% |
| 3M | -8.9% | -2.5% | -6.4% | -6.8% |
| 6M | +23.0% | +7.0% | +16.0% | +15.5% |
| YTD | +41.2% | +14.0% | +27.2% | +25.4% |
| 1Y | +47.5% | +15.6% | +31.9% | +29.3% |
| 3Y | +155.8% | +66.2% | +89.6% | +63.9% |
| 5Y | +120.2% | +36.6% | +83.5% | +67.0% |
| All | +597.9% | +197.6% | +400.3% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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