+75.0%
GRMN vs VO
+42.2%
+32.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.4% |
| 7D | -1.4% | -0.6% | -0.8% | -0.8% |
| 30D | -13.1% | -1.9% | -11.2% | -11.3% |
| 3M | +14.9% | +3.3% | +11.7% | +11.2% |
| 6M | +13.1% | +9.7% | +3.4% | +3.0% |
| YTD | +35.3% | +12.6% | +22.7% | +20.3% |
| 1Y | +16.0% | +13.6% | +2.3% | +2.4% |
| 3Y | +179.6% | +56.8% | +122.8% | +83.7% |
| 5Y | +75.0% | +42.3% | +32.7% | +26.5% |
| All | +75.0% | +42.2% | +32.8% | +26.5% |
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