+11.9%
VT vs GRMN
+45.3%
-33.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.2% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | -2.5% | +3.5% | -6.0% | -3.1% |
| 3M | -3.3% | -7.3% | +4.0% | -2.3% |
| 6M | +1.5% | +21.8% | -20.2% | -2.8% |
| YTD | +11.4% | +42.8% | -31.4% | +2.1% |
| 1Y | +11.9% | +46.5% | -34.6% | +1.5% |
| All | +11.9% | +45.3% | -33.3% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling