+130.3%
GRMN vs VO
+38.8%
+91.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.6% | +0.6% |
| 7D | +1.7% | +0.2% | +1.4% | +1.3% |
| 30D | +10.2% | +2.0% | +8.2% | +7.9% |
| 3M | -4.7% | -0.3% | -4.4% | -4.5% |
| 6M | +22.3% | +7.3% | +15.0% | +13.7% |
| YTD | +46.7% | +15.0% | +31.7% | +27.6% |
| 1Y | +49.6% | +14.7% | +35.0% | +30.5% |
| 3Y | +165.3% | +67.3% | +98.0% | +64.3% |
| 5Y | +130.3% | +38.8% | +91.5% | +68.1% |
| All | +130.3% | +38.8% | +91.5% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling