+718.4%
VTV vs GRMN
+1,883.8%
-1,165.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +0.1% | -11.3% | +11.5% | +3.3% |
| 3M | +6.2% | +17.7% | -11.5% | +1.1% |
| 6M | +13.5% | +14.2% | -0.7% | +8.6% |
| YTD | +18.9% | +37.0% | -18.2% | +8.1% |
| 1Y | +25.8% | +17.0% | +8.8% | +18.9% |
| 3Y | +68.7% | +183.2% | -114.5% | +22.3% |
| 5Y | +80.3% | +77.3% | +3.1% | +46.4% |
| 10Y | +226.3% | +630.9% | -404.6% | +83.9% |
| All | +718.4% | +1,883.8% | -1,165.5% | +216.9% |
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 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