-15.6%
VMC vs GRMN
+21.5%
-37.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.4% | -0.1% |
| 7D | -3.8% | +2.4% | -6.2% | -4.3% |
| 30D | -9.7% | -8.5% | -1.2% | -8.1% |
| 3M | -9.6% | +19.5% | -29.1% | -13.2% |
| 6M | -4.8% | +21.2% | -26.0% | -9.0% |
| YTD | -10.9% | +41.0% | -51.9% | -16.7% |
| 1Y | -15.6% | +19.6% | -35.2% | -21.8% |
| All | -15.6% | +21.5% | -37.1% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling