+9.5%
V vs GRMN
+16.1%
-6.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -3.0% | -1.8% | -1.3% | -2.8% |
| 30D | +1.2% | -12.1% | +13.3% | +2.8% |
| 3M | +13.9% | +18.0% | -4.1% | +10.6% |
| 6M | +17.2% | +13.7% | +3.5% | +14.6% |
| YTD | +5.3% | +35.3% | -30.0% | +0.4% |
| 1Y | +9.5% | +17.2% | -7.8% | +7.4% |
| All | +9.5% | +16.1% | -6.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling