+1,527.6%
GRMN vs VOO
+812.0%
+715.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +0.2% | +0.5% | -0.4% | -0.3% |
| 30D | -11.3% | -0.9% | -10.4% | -10.5% |
| 3M | +17.7% | +3.9% | +13.8% | +13.3% |
| 6M | +14.2% | +14.5% | -0.4% | +0.5% |
| YTD | +37.0% | +13.0% | +24.1% | +22.3% |
| 1Y | +17.0% | +19.4% | -2.4% | -0.8% |
| 3Y | +183.2% | +78.9% | +104.3% | +66.9% |
| 5Y | +77.3% | +82.3% | -5.0% | +2.6% |
| 10Y | +630.9% | +314.2% | +316.7% | +102.3% |
| All | +1,527.6% | +812.0% | +715.6% | +113.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling