+51.8%
VG vs GRMN
+40.7%
+11.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +6.5% | -14.2% | -6.7% |
| 7D | -16.4% | +6.1% | -22.5% | -15.5% |
| 30D | -10.8% | +1.3% | -12.1% | -10.4% |
| 3M | -6.3% | -5.6% | -0.7% | -6.4% |
| 6M | -12.5% | +22.2% | -34.7% | -8.6% |
| YTD | +76.9% | +44.3% | +32.6% | +70.6% |
| 1Y | +51.8% | +43.1% | +8.7% | +48.5% |
| All | +51.8% | +40.7% | +11.1% | +48.5% |
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