+217.8%
VLO vs GRMN
+165.7%
+52.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +3.5% |
| 7D | -0.4% | +1.7% | -2.1% | -0.6% |
| 30D | -16.6% | +10.2% | -26.8% | -17.6% |
| 3M | +12.3% | -4.7% | +17.0% | +13.0% |
| 6M | +47.8% | +22.3% | +25.6% | +42.9% |
| YTD | +126.7% | +46.7% | +80.1% | +108.4% |
| 1Y | +105.4% | +49.6% | +55.7% | +87.8% |
| All | +217.8% | +165.7% | +52.2% | +160.5% |
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