+78.4%
MMM vs VEU
+149.7%
-71.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.0% |
| 7D | -2.6% | -0.5% | -2.1% | -2.2% |
| 30D | +17.4% | -1.0% | +18.4% | +18.4% |
| 3M | +3.6% | -3.6% | +7.2% | +6.7% |
| 6M | +33.0% | -1.2% | +34.2% | +33.6% |
| YTD | +19.6% | +12.0% | +7.7% | +8.0% |
| 1Y | +14.0% | +13.9% | +0.2% | +1.5% |
| 3Y | +164.3% | +71.3% | +93.0% | +66.6% |
| 5Y | +49.3% | +50.3% | -1.0% | +4.7% |
| 10Y | +78.4% | +150.3% | -72.0% | -11.8% |
| All | +78.4% | +149.7% | -71.3% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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