+84.4%
GRMN vs VOO
+82.8%
+1.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.4% |
| 7D | +2.4% | -0.8% | +3.2% | +3.2% |
| 30D | -8.5% | -1.1% | -7.4% | -7.4% |
| 3M | +19.5% | +3.9% | +15.6% | +14.7% |
| 6M | +21.2% | +13.6% | +7.6% | +6.3% |
| YTD | +41.0% | +12.7% | +28.3% | +25.0% |
| 1Y | +19.6% | +17.6% | +2.0% | +1.6% |
| 3Y | +183.8% | +77.3% | +106.5% | +62.5% |
| All | +84.4% | +82.8% | +1.6% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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