+26.1%
MMM vs VEA
+60.9%
-34.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.2% |
| 7D | -2.6% | +0.3% | -2.9% | -2.8% |
| 30D | -9.3% | +0.4% | -9.7% | -9.7% |
| 3M | +5.6% | +4.8% | +0.8% | +1.4% |
| 6M | +9.5% | +11.3% | -1.8% | -0.3% |
| YTD | +4.1% | +17.4% | -13.2% | -9.4% |
| 1Y | +9.4% | +26.2% | -16.8% | -10.5% |
| 3Y | +101.0% | +77.7% | +23.2% | +24.2% |
| 5Y | +26.1% | +60.9% | -34.8% | -18.2% |
| All | +26.1% | +60.9% | -34.8% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling