+225.9%
VIK vs GRMN
+84.2%
+141.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -2.9% |
| 7D | -0.8% | -1.4% | +0.6% | -0.3% |
| 30D | -18.0% | -13.1% | -5.0% | -13.6% |
| 3M | -5.8% | +14.9% | -20.7% | -11.6% |
| 6M | +17.2% | +13.1% | +4.1% | +10.7% |
| YTD | +19.1% | +35.3% | -16.2% | +4.7% |
| 1Y | +33.6% | +16.0% | +17.6% | +23.5% |
| All | +225.9% | +84.2% | +141.7% | +168.5% |
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 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