+75.6%
MMM vs VOO
+309.6%
-234.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -0.8% | +2.6% | -3.4% | -3.0% |
| 30D | +11.7% | -2.0% | +13.7% | +13.6% |
| 3M | +1.0% | -2.8% | +3.8% | +3.4% |
| 6M | +26.0% | +2.2% | +23.9% | +23.4% |
| YTD | +16.3% | +11.5% | +4.8% | +5.6% |
| 1Y | +9.6% | +13.5% | -3.9% | -2.0% |
| 3Y | +157.3% | +78.1% | +79.2% | +57.0% |
| 5Y | +42.5% | +73.1% | -30.7% | -11.5% |
| All | +75.6% | +309.6% | -234.0% | -48.7% |
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