+96.3%
VTR vs GRMN
+677.8%
-581.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.9% |
| 7D | -0.3% | +2.4% | -2.7% | -1.1% |
| 30D | +1.1% | -8.5% | +9.6% | +3.9% |
| 3M | +7.9% | +19.5% | -11.6% | +0.7% |
| 6M | +6.2% | +21.2% | -15.0% | -2.0% |
| YTD | +17.7% | +41.0% | -23.3% | +2.2% |
| 1Y | +32.9% | +19.6% | +13.3% | +21.8% |
| 3Y | +129.7% | +183.8% | -54.1% | +32.2% |
| 5Y | +89.3% | +83.0% | +6.3% | +33.3% |
| All | +96.3% | +677.8% | -581.4% | -19.4% |
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