+61.8%
VNQ vs GRMN
+677.8%
-616.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | -0.8% |
| 7D | -1.3% | +2.4% | -3.7% | -2.1% |
| 30D | -2.6% | -8.5% | +5.9% | +0.4% |
| 3M | -2.0% | +19.5% | -21.5% | -8.9% |
| 6M | +4.3% | +21.2% | -16.9% | -3.9% |
| YTD | +9.2% | +41.0% | -31.8% | -5.6% |
| 1Y | +5.6% | +19.6% | -14.0% | -3.2% |
| 3Y | +30.8% | +183.8% | -152.9% | -21.9% |
| 5Y | +8.0% | +83.0% | -75.0% | -22.9% |
| All | +61.8% | +677.8% | -616.0% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling