+317.6%
VOO vs GRMN
+674.8%
-357.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.6% |
| 7D | -0.8% | +2.0% | -2.8% | -1.5% |
| 30D | -1.1% | -8.8% | +7.7% | +2.3% |
| 3M | +3.9% | +19.0% | -15.1% | -3.8% |
| 6M | +13.6% | +20.7% | -7.1% | +4.3% |
| YTD | +12.7% | +40.5% | -27.8% | -3.2% |
| 1Y | +17.6% | +19.1% | -1.5% | +7.3% |
| 3Y | +77.3% | +182.7% | -105.4% | +3.6% |
| 5Y | +84.1% | +82.3% | +1.8% | +30.6% |
| All | +317.6% | +674.8% | -357.2% | +61.3% |
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