+118.0%
VSH vs GRMN
+6,655.2%
-6,537.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +4.1% | -2.9% | +6.9% | +5.4% |
| 30D | -4.2% | -8.4% | +4.3% | -0.3% |
| 3M | -50.0% | +15.0% | -65.0% | -53.8% |
| 6M | +80.2% | +11.2% | +69.0% | +69.0% |
| YTD | +121.1% | +37.7% | +83.4% | +88.0% |
| 1Y | +112.0% | +18.5% | +93.5% | +92.5% |
| 3Y | +22.5% | +175.8% | -153.3% | -24.0% |
| 5Y | +64.0% | +75.1% | -11.1% | +22.5% |
| 10Y | +170.4% | +637.0% | -466.7% | +14.0% |
| All | +118.0% | +6,655.2% | -6,537.2% | -69.5% |
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