+172.1%
MMM vs VLTO
+56.4%
+115.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -0.4% | +1.0% | -1.4% | -0.8% |
| 30D | +12.1% | +17.5% | -5.3% | +5.3% |
| 3M | +1.4% | +21.4% | -20.0% | -6.1% |
| 6M | +26.6% | +38.1% | -11.6% | +10.6% |
| YTD | +16.8% | +19.0% | -2.2% | +8.7% |
| 1Y | +10.1% | +20.7% | -10.6% | +1.5% |
| 3Y | +158.4% | +64.3% | +94.1% | +120.9% |
| All | +172.1% | +56.4% | +115.8% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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