+53.4%
VT vs GRMN
+121.9%
-68.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.8% |
| 7D | -4.2% | +2.3% | -6.5% | -4.8% |
| 30D | -5.8% | +2.6% | -8.4% | -6.6% |
| 3M | -5.2% | -5.0% | -0.3% | -4.2% |
| 6M | +0.1% | +23.1% | -22.9% | -6.6% |
| YTD | +8.2% | +42.9% | -34.7% | -4.0% |
| 1Y | +10.1% | +41.7% | -31.6% | -2.1% |
| 3Y | +69.7% | +160.7% | -91.1% | +13.3% |
| 5Y | +53.4% | +124.2% | -70.8% | +4.6% |
| All | +53.4% | +121.9% | -68.5% | +4.6% |
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 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