+188.3%
VRTX vs GRMN
+122.3%
+66.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.3% |
| 7D | -0.4% | +6.4% | -6.8% | -1.6% |
| 30D | +8.0% | +8.7% | -0.7% | +6.1% |
| 3M | +11.0% | -5.8% | +16.8% | +12.1% |
| 6M | +28.2% | +22.5% | +5.6% | +22.2% |
| YTD | +21.5% | +45.6% | -24.1% | +11.3% |
| 1Y | +34.5% | +47.5% | -12.9% | +22.8% |
| 3Y | +49.5% | +166.2% | -116.8% | +13.7% |
| 5Y | +188.3% | +124.1% | +64.2% | +123.5% |
| All | +188.3% | +122.3% | +66.0% | +123.5% |
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 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