+1,024.4%
VRT vs GRMN
+76.7%
+947.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | +13.6% | +0.2% | +13.4% | +13.5% |
| 30D | +6.8% | -11.3% | +18.1% | +13.8% |
| 3M | -3.2% | +17.7% | -20.9% | -14.9% |
| 6M | +20.3% | +14.2% | +6.2% | +7.9% |
| YTD | +79.6% | +37.0% | +42.6% | +41.9% |
| 1Y | +139.0% | +17.0% | +122.0% | +107.3% |
| 3Y | +644.6% | +183.2% | +461.4% | +182.3% |
| 5Y | +1,024.4% | +77.3% | +947.1% | +350.8% |
| All | +1,024.4% | +76.7% | +947.7% | +350.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling