+3.5%
VCIT vs GRMN
+122.2%
-118.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | +4.7% | -4.6% | -0.1% |
| 30D | +1.9% | +3.4% | -1.5% | +1.7% |
| 3M | -1.4% | -5.0% | +3.6% | -1.2% |
| 6M | -2.1% | +18.6% | -20.7% | -3.2% |
| YTD | -1.6% | +42.5% | -44.1% | -3.8% |
| 1Y | -0.9% | +42.3% | -43.2% | -3.1% |
| 3Y | +20.0% | +158.5% | -138.5% | +10.2% |
| All | +3.5% | +122.2% | -118.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling