+1,142.2%
GRMN vs VT
+345.0%
+797.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +2.7% |
| 7D | +2.3% | -4.2% | +6.5% | +6.3% |
| 30D | +2.6% | -5.8% | +8.4% | +8.2% |
| 3M | -5.0% | -5.2% | +0.3% | -0.3% |
| 6M | +23.1% | +0.1% | +22.9% | +22.4% |
| YTD | +42.9% | +8.2% | +34.7% | +32.6% |
| 1Y | +41.7% | +10.1% | +31.6% | +29.5% |
| 3Y | +160.7% | +69.7% | +91.1% | +62.8% |
| 5Y | +124.2% | +53.4% | +70.8% | +53.5% |
| 10Y | +684.8% | +219.2% | +465.6% | +184.2% |
| All | +1,142.2% | +345.0% | +797.2% | +205.1% |
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