+23.0%
MMM vs VNQ
+14.0%
+9.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.2% | +6.4% | +6.8% |
| 7D | +12.2% | +6.8% | +5.4% | +6.6% |
| 30D | +18.8% | +10.0% | +8.9% | +10.4% |
| 3M | +7.4% | 0.0% | +7.4% | +7.3% |
| 6M | +38.3% | +4.5% | +33.8% | +32.5% |
| YTD | +22.9% | +13.9% | +8.9% | +9.0% |
| 1Y | +23.0% | +14.1% | +8.9% | +9.3% |
| All | +23.0% | +14.0% | +9.0% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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