+9,392.6%
VLO vs GRMN
+6,655.2%
+2,737.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +5.2% | -2.9% | +8.1% | +6.1% |
| 30D | +22.6% | -8.4% | +31.0% | +25.8% |
| 3M | +43.8% | +15.0% | +28.8% | +36.5% |
| 6M | +65.7% | +11.2% | +54.5% | +57.7% |
| YTD | +131.1% | +37.7% | +93.4% | +104.7% |
| 1Y | +143.6% | +18.5% | +125.2% | +125.2% |
| 3Y | +201.4% | +175.8% | +25.6% | +106.9% |
| 5Y | +568.9% | +75.1% | +493.8% | +421.8% |
| 10Y | +891.8% | +637.0% | +254.8% | +401.1% |
| All | +9,392.6% | +6,655.2% | +2,737.3% | +2,497.0% |
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