+46.4%
VTRS vs GRMN
+81.6%
-35.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.5% | -0.5% |
| 7D | -2.2% | +2.4% | -4.6% | -2.9% |
| 30D | +3.3% | -8.5% | +11.8% | +6.0% |
| 3M | +2.0% | +19.5% | -17.5% | -4.1% |
| 6M | +19.9% | +21.2% | -1.2% | +12.0% |
| YTD | +35.7% | +41.0% | -5.3% | +20.6% |
| 1Y | +68.1% | +19.6% | +48.5% | +56.5% |
| 3Y | +87.1% | +183.8% | -96.7% | +22.8% |
| All | +46.4% | +81.6% | -35.3% | +0.6% |
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