+59.4%
VEA vs GRMN
+73.8%
-14.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.1% | -1.8% | -0.3% | -1.6% |
| 30D | -1.1% | -12.1% | +11.0% | +2.0% |
| 3M | +5.1% | +18.0% | -12.9% | +0.2% |
| 6M | +9.8% | +13.7% | -3.9% | +5.6% |
| YTD | +15.9% | +35.3% | -19.4% | +6.5% |
| 1Y | +24.6% | +17.2% | +7.3% | +18.2% |
| 3Y | +75.5% | +179.6% | -104.1% | +21.0% |
| 5Y | +59.4% | +75.6% | -16.2% | +16.2% |
| All | +59.4% | +73.8% | -14.4% | +16.2% |
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