-39.3%
VG vs GRMN
+32.1%
-71.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +1.7% | -2.9% | +4.6% | +2.5% |
| 30D | +16.0% | -8.4% | +24.4% | +18.9% |
| 3M | +9.7% | +15.0% | -5.3% | +4.4% |
| 6M | +29.6% | +11.2% | +18.4% | +23.5% |
| YTD | +112.0% | +37.7% | +74.3% | +78.4% |
| 1Y | +12.8% | +18.5% | -5.7% | +4.2% |
| All | -39.3% | +32.1% | -71.4% | -48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling