+677.3%
VRT vs GRMN
+126.9%
+550.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.5% | +5.4% |
| 7D | +0.5% | +1.7% | -1.2% | -0.2% |
| 30D | -13.7% | +10.2% | -23.9% | -19.1% |
| 3M | -26.7% | -4.7% | -22.0% | -25.5% |
| 6M | -43.8% | +22.3% | -66.1% | -52.4% |
| YTD | +27.6% | +46.7% | -19.1% | -5.1% |
| 1Y | +15.5% | +49.6% | -34.2% | -15.1% |
| 3Y | +395.6% | +165.3% | +230.3% | +92.3% |
| 5Y | +677.3% | +130.3% | +547.0% | +217.6% |
| All | +677.3% | +126.9% | +550.4% | +217.6% |
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