+297.8%
VTI vs GRMN
+677.8%
-380.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | -0.8% |
| 7D | -0.9% | +2.4% | -3.3% | -1.8% |
| 30D | -1.4% | -8.5% | +7.0% | +1.9% |
| 3M | +3.6% | +19.5% | -15.9% | -4.4% |
| 6M | +13.6% | +21.2% | -7.6% | +3.8% |
| YTD | +12.9% | +41.0% | -28.1% | -3.6% |
| 1Y | +17.2% | +19.6% | -2.4% | +6.6% |
| 3Y | +75.7% | +183.8% | -108.1% | +1.3% |
| 5Y | +75.4% | +83.0% | -7.6% | +23.2% |
| All | +297.8% | +677.8% | -380.0% | +50.7% |
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