+2,723.0%
VRT vs GRMN
+417.2%
+2,305.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.4% | +4.4% |
| 7D | +9.1% | -2.9% | +12.0% | +10.7% |
| 30D | +0.9% | -8.4% | +9.4% | +5.5% |
| 3M | -13.4% | +15.0% | -28.4% | -22.0% |
| 6M | +11.7% | +11.2% | +0.5% | +2.3% |
| YTD | +73.2% | +37.7% | +35.5% | +39.5% |
| 1Y | +123.4% | +18.5% | +104.9% | +94.7% |
| 3Y | +606.2% | +175.8% | +430.4% | +244.2% |
| 5Y | +899.9% | +75.1% | +824.8% | +498.3% |
| All | +2,723.0% | +417.2% | +2,305.9% | +1,082.5% |
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