+21.8%
VZ vs GRMN
+119.5%
-97.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | +1.5% | -0.9% | +2.4% | +1.5% |
| 30D | +4.4% | +1.2% | +3.2% | +4.3% |
| 3M | -2.4% | -8.9% | +6.5% | -2.1% |
| 6M | +1.4% | +23.0% | -21.6% | +0.4% |
| YTD | +21.4% | +41.2% | -19.8% | +18.9% |
| 1Y | +20.3% | +47.5% | -27.2% | +17.4% |
| 3Y | +57.4% | +155.8% | -98.4% | +37.5% |
| All | +21.8% | +119.5% | -97.7% | +5.5% |
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