+51.2%
MMM vs VEA
+162.2%
-111.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | +0.1% |
| 7D | -3.2% | -2.1% | -1.2% | -1.5% |
| 30D | -10.7% | -1.1% | -9.6% | -9.9% |
| 3M | +4.3% | +5.1% | -0.8% | -0.3% |
| 6M | +5.9% | +9.8% | -3.9% | -2.9% |
| YTD | +3.2% | +15.9% | -12.8% | -9.8% |
| 1Y | +8.0% | +24.6% | -16.6% | -11.3% |
| 3Y | +99.1% | +75.5% | +23.6% | +21.8% |
| 5Y | +25.7% | +59.4% | -33.6% | -16.8% |
| All | +51.2% | +162.2% | -111.1% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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