+81.7%
VTRS vs GRMN
+6,536.9%
-6,455.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | -3.5% | -1.4% | -2.1% | -3.1% |
| 30D | +2.1% | -13.1% | +15.2% | +5.4% |
| 3M | +2.6% | +14.9% | -12.3% | -1.1% |
| 6M | +17.8% | +13.1% | +4.7% | +13.8% |
| YTD | +35.7% | +35.3% | +0.4% | +25.6% |
| 1Y | +63.5% | +16.0% | +47.5% | +56.4% |
| 3Y | +85.1% | +179.6% | -94.5% | +42.3% |
| 5Y | +42.5% | +75.0% | -32.5% | +20.6% |
| 10Y | -48.2% | +644.1% | -692.3% | -67.7% |
| All | +81.7% | +6,536.9% | -6,455.3% | -29.3% |
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