+76.3%
MMM vs VO
+197.6%
-121.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.4% | +3.1% | -3.5% | -2.9% |
| 30D | +12.1% | +2.2% | +9.9% | +10.2% |
| 3M | +1.4% | -2.5% | +3.9% | +3.6% |
| 6M | +26.6% | +7.0% | +19.6% | +19.6% |
| YTD | +16.8% | +14.0% | +2.8% | +4.8% |
| 1Y | +10.1% | +15.6% | -5.6% | -2.4% |
| 3Y | +158.4% | +66.2% | +92.2% | +72.8% |
| 5Y | +43.1% | +36.6% | +6.5% | +10.7% |
| All | +76.3% | +197.6% | -121.3% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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