+377.4%
VT vs GRMN
+1,100.9%
-723.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.4% | -2.9% | +3.3% | +1.4% |
| 30D | +1.0% | -8.4% | +9.4% | +4.0% |
| 3M | +2.4% | +15.0% | -12.6% | -3.3% |
| 6M | +12.0% | +11.2% | +0.8% | +6.7% |
| YTD | +15.3% | +37.7% | -22.4% | +1.6% |
| 1Y | +22.6% | +18.5% | +4.1% | +13.3% |
| 3Y | +74.7% | +175.8% | -101.1% | +14.2% |
| 5Y | +66.1% | +75.1% | -9.0% | +26.3% |
| 10Y | +225.0% | +637.0% | -412.0% | +46.8% |
| All | +377.4% | +1,100.9% | -723.4% | +28.0% |
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