+473.2%
VLO vs GRMN
+119.5%
+353.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.5% |
| 7D | +9.6% | -0.9% | +10.5% | +9.8% |
| 30D | -17.4% | +1.2% | -18.6% | -17.7% |
| 3M | +10.8% | -8.9% | +19.7% | +12.3% |
| 6M | +56.9% | +23.0% | +33.9% | +49.9% |
| YTD | +136.8% | +41.2% | +95.6% | +117.0% |
| 1Y | +120.7% | +47.5% | +73.2% | +100.0% |
| 3Y | +231.9% | +155.8% | +76.2% | +165.6% |
| All | +473.2% | +119.5% | +353.7% | +431.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling