+54.7%
MMM vs VOO
+315.3%
-260.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -2.6% | -0.4% | -2.2% | -2.3% |
| 30D | -9.3% | -1.4% | -7.9% | -8.2% |
| 3M | +5.6% | +3.7% | +1.9% | +2.2% |
| 6M | +9.5% | +13.0% | -3.6% | -1.7% |
| YTD | +4.1% | +12.4% | -8.3% | -6.1% |
| 1Y | +9.4% | +18.6% | -9.2% | -5.9% |
| 3Y | +101.0% | +78.1% | +22.9% | +22.7% |
| 5Y | +26.1% | +82.3% | -56.2% | -25.1% |
| 10Y | +54.7% | +322.5% | -267.8% | -56.5% |
| All | +54.7% | +315.3% | -260.6% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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