+494.6%
VRTX vs GRMN
+665.4%
-170.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.7% |
| 7D | -0.4% | +1.7% | -2.0% | -0.9% |
| 30D | +7.9% | +10.2% | -2.3% | +4.6% |
| 3M | +3.3% | -4.7% | +8.0% | +4.4% |
| 6M | +25.7% | +22.3% | +3.4% | +16.9% |
| YTD | +20.7% | +46.7% | -26.0% | +5.4% |
| 1Y | +27.4% | +49.6% | -22.2% | +10.6% |
| 3Y | +46.4% | +165.3% | -118.9% | -2.1% |
| 5Y | +194.3% | +130.3% | +64.0% | +105.4% |
| 10Y | +494.6% | +658.0% | -163.4% | +132.5% |
| All | +494.6% | +665.4% | -170.8% | +132.5% |
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 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