+172.5%
VEA vs GRMN
+515.3%
-342.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.9% | +0.2% | +1.7% | +1.8% |
| 30D | +0.8% | -11.3% | +12.1% | +4.5% |
| 3M | +5.7% | +17.7% | -12.0% | -0.2% |
| 6M | +13.3% | +14.2% | -0.9% | +7.9% |
| YTD | +18.4% | +37.0% | -18.6% | +6.2% |
| 1Y | +27.0% | +17.0% | +10.0% | +19.1% |
| 3Y | +79.3% | +183.2% | -103.9% | +22.7% |
| 5Y | +62.1% | +77.3% | -15.1% | +27.0% |
| 10Y | +160.3% | +630.9% | -470.6% | +30.0% |
| All | +172.5% | +515.3% | -342.7% | -0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling