+1,096.9%
GRMN vs VT
+374.2%
+722.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -2.9% | +0.4% | -3.3% | -3.2% |
| 30D | -8.4% | +1.0% | -9.4% | -9.2% |
| 3M | +15.0% | +2.4% | +12.6% | +12.2% |
| 6M | +11.2% | +12.0% | -0.8% | +0.1% |
| YTD | +37.7% | +15.3% | +22.4% | +20.8% |
| 1Y | +18.5% | +22.6% | -4.1% | -1.5% |
| 3Y | +175.8% | +74.7% | +101.1% | +68.0% |
| 5Y | +75.1% | +66.1% | +9.0% | +11.7% |
| 10Y | +637.0% | +225.0% | +412.0% | +162.4% |
| All | +1,096.9% | +374.2% | +722.7% | +177.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling