+495.5%
VRTX vs GRMN
+651.6%
-156.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.2% |
| 7D | +3.2% | +6.3% | -3.1% | +1.4% |
| 30D | +7.4% | +7.6% | -0.2% | +4.9% |
| 3M | +4.6% | -7.5% | +12.0% | +6.7% |
| 6M | +27.5% | +21.2% | +6.2% | +18.9% |
| YTD | +20.9% | +44.0% | -23.2% | +6.1% |
| 1Y | +30.1% | +44.7% | -14.7% | +14.0% |
| 3Y | +46.6% | +160.5% | -113.9% | -1.4% |
| 5Y | +191.6% | +124.6% | +66.9% | +105.3% |
| All | +495.5% | +651.6% | -156.1% | +134.1% |
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