+90.3%
VTR vs GRMN
+73.8%
+16.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.8% | -1.8% | 0.0% | -1.5% |
| 30D | +4.0% | -12.1% | +16.1% | +6.3% |
| 3M | +7.8% | +18.0% | -10.1% | +4.1% |
| 6M | +6.4% | +13.7% | -7.4% | +3.1% |
| YTD | +18.3% | +35.3% | -17.0% | +10.2% |
| 1Y | +33.9% | +17.2% | +16.7% | +28.3% |
| 3Y | +134.3% | +179.6% | -45.3% | +58.5% |
| 5Y | +90.3% | +75.6% | +14.7% | +24.2% |
| All | +90.3% | +73.8% | +16.4% | +24.2% |
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