+1,162.4%
VST vs GRMN
+655.8%
+506.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -1.7% |
| 7D | -6.0% | +6.3% | -12.4% | -8.4% |
| 30D | -18.8% | +7.6% | -26.3% | -21.3% |
| 3M | -8.0% | -7.5% | -0.6% | -6.0% |
| 6M | -10.9% | +21.2% | -32.2% | -18.7% |
| YTD | -18.3% | +44.0% | -62.4% | -31.0% |
| 1Y | -29.9% | +44.7% | -74.7% | -40.9% |
| 3Y | +290.3% | +160.5% | +129.8% | +149.6% |
| 5Y | +635.3% | +124.6% | +510.7% | +391.3% |
| 10Y | +1,162.4% | +651.6% | +510.7% | +478.6% |
| All | +1,162.4% | +655.8% | +506.6% | +478.6% |
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