+58.6%
VT vs GRMN
+122.1%
-63.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -0.1% | +6.3% | -6.5% | -1.8% |
| 30D | -3.1% | +7.6% | -10.6% | -5.1% |
| 3M | -3.5% | -7.5% | +4.0% | -1.6% |
| 6M | +0.5% | +21.2% | -20.8% | -5.9% |
| YTD | +10.8% | +44.0% | -33.3% | -1.9% |
| 1Y | +11.9% | +44.7% | -32.8% | -1.2% |
| 3Y | +73.0% | +160.5% | -87.6% | +15.7% |
| 5Y | +58.6% | +124.6% | -66.0% | +9.3% |
| All | +58.6% | +122.1% | -63.5% | +9.3% |
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