+603.6%
RVMD vs GRMN
+221.7%
+381.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -3.6% | -1.8% | -1.8% | -2.7% |
| 30D | -1.1% | -12.1% | +11.0% | +5.4% |
| 3M | +41.0% | +18.0% | +23.0% | +26.9% |
| 6M | +105.7% | +13.7% | +92.0% | +88.2% |
| YTD | +155.3% | +35.3% | +120.0% | +110.2% |
| 1Y | +402.7% | +17.2% | +385.5% | +345.2% |
| 3Y | +533.1% | +179.6% | +353.5% | +185.9% |
| 5Y | +583.5% | +75.6% | +508.0% | +312.6% |
| All | +603.6% | +221.7% | +381.9% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling