+15.0%
MMM vs VG
+35.0%
-20.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.5% |
| 7D | +7.0% | -7.7% | +14.7% | +6.3% |
| 30D | +18.4% | -8.8% | +27.2% | +17.7% |
| 3M | +4.5% | -15.6% | +20.1% | +3.5% |
| 6M | +33.4% | +5.2% | +28.2% | +34.3% |
| YTD | +20.0% | +76.9% | -57.0% | +16.0% |
| 1Y | +15.0% | +42.5% | -27.5% | +12.3% |
| All | +15.0% | +35.0% | -20.0% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling