+65.5%
VZ vs GRMN
+693.0%
-627.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.6% |
| 7D | +2.2% | +6.4% | -4.1% | +1.5% |
| 30D | +10.6% | +8.7% | +1.9% | +9.5% |
| 3M | -0.6% | -5.8% | +5.2% | 0.0% |
| 6M | +0.7% | +22.5% | -21.8% | -2.0% |
| YTD | +20.6% | +45.6% | -25.0% | +14.1% |
| 1Y | +22.7% | +47.5% | -24.7% | +15.8% |
| 3Y | +57.2% | +166.2% | -109.0% | +28.3% |
| 5Y | +21.4% | +124.1% | -102.7% | +1.3% |
| 10Y | +65.5% | +668.0% | -602.5% | +14.4% |
| All | +65.5% | +693.0% | -627.5% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling