+42.1%
VSH vs GRMN
+122.8%
-80.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +2.0% |
| 7D | -1.6% | +6.3% | -7.9% | -4.6% |
| 30D | -21.3% | +7.6% | -28.9% | -24.5% |
| 3M | -18.9% | -7.5% | -11.4% | -16.2% |
| 6M | -21.4% | +21.2% | -42.7% | -30.9% |
| YTD | +86.8% | +44.0% | +42.8% | +48.0% |
| 1Y | +85.8% | +44.7% | +41.0% | +47.0% |
| 3Y | +30.1% | +160.5% | -130.4% | -26.2% |
| All | +42.1% | +122.8% | -80.7% | -13.2% |
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