+124.6%
GRMN vs VT
+57.5%
+67.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +6.3% | -0.1% | +6.5% | +6.4% |
| 30D | +7.6% | -3.1% | +10.6% | +10.8% |
| 3M | -7.5% | -3.5% | -4.0% | -4.2% |
| 6M | +21.2% | +0.5% | +20.8% | +19.9% |
| YTD | +44.0% | +10.8% | +33.3% | +28.6% |
| 1Y | +44.7% | +11.9% | +32.8% | +27.9% |
| 3Y | +160.5% | +73.0% | +87.6% | +48.3% |
| 5Y | +124.6% | +58.6% | +66.0% | +39.9% |
| All | +124.6% | +57.5% | +67.1% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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