+79.4%
VTV vs GRMN
+74.2%
+5.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.1% | -1.8% | -0.3% | -1.7% |
| 30D | -1.3% | -12.1% | +10.8% | +1.5% |
| 3M | +5.6% | +18.0% | -12.4% | +1.0% |
| 6M | +12.4% | +13.7% | -1.3% | +8.2% |
| YTD | +17.6% | +35.3% | -17.7% | +8.2% |
| 1Y | +23.5% | +17.2% | +6.2% | +17.3% |
| 3Y | +67.0% | +179.6% | -112.6% | +18.5% |
| All | +79.4% | +74.2% | +5.1% | +36.9% |
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