+25.5%
VZ vs GRMN
+75.1%
-49.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | -2.9% | +2.9% | +0.2% |
| 30D | +7.9% | -8.4% | +16.3% | +8.2% |
| 3M | +13.6% | +15.0% | -1.4% | +12.9% |
| 6M | +1.1% | +11.2% | -10.1% | +0.5% |
| YTD | +29.3% | +37.7% | -8.4% | +26.8% |
| 1Y | +21.2% | +18.5% | +2.8% | +20.0% |
| 3Y | +75.9% | +175.8% | -99.9% | +51.7% |
| All | +25.5% | +75.1% | -49.7% | +8.7% |
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