+2,263.1%
VGT vs GRMN
+1,883.8%
+379.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +1.8% | +0.2% | +1.6% | +1.8% |
| 30D | -0.3% | -11.3% | +11.0% | +3.5% |
| 3M | +3.4% | +17.7% | -14.4% | -2.7% |
| 6M | +35.0% | +14.2% | +20.8% | +28.2% |
| YTD | +28.8% | +37.0% | -8.3% | +15.0% |
| 1Y | +38.0% | +17.0% | +21.0% | +29.1% |
| 3Y | +125.8% | +183.2% | -57.4% | +55.3% |
| 5Y | +134.7% | +77.3% | +57.5% | +85.7% |
| 10Y | +792.6% | +630.9% | +161.7% | +372.7% |
| All | +2,263.1% | +1,883.8% | +379.3% | +727.9% |
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