+9.5%
MMM vs VNQ
+4.4%
+5.0%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.2% |
| 7D | -2.6% | -0.9% | -1.7% | -2.0% |
| 30D | -9.3% | -2.2% | -7.1% | -7.9% |
| 3M | +5.6% | -1.9% | +7.5% | +6.8% |
| 6M | +9.5% | +3.2% | +6.2% | +5.3% |
| All | +9.5% | +4.4% | +5.0% | +5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling