+771.8%
VMC vs GRMN
+6,828.2%
-6,056.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | +15.5% | +1.2% | +14.3% | +15.0% |
| 3M | +0.6% | -8.9% | +9.5% | +3.4% |
| 6M | +2.1% | +23.0% | -20.9% | -5.1% |
| YTD | -1.6% | +41.2% | -42.8% | -12.7% |
| 1Y | -1.2% | +47.5% | -48.7% | -13.5% |
| 3Y | +35.3% | +155.8% | -120.4% | -3.5% |
| 5Y | +43.6% | +120.2% | -76.6% | +6.6% |
| 10Y | +126.7% | +629.9% | -503.1% | +17.7% |
| All | +771.8% | +6,828.2% | -6,056.5% | +150.5% |
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 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