+48.2%
MMM vs VOO
+72.0%
-23.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | -0.1% |
| 7D | +5.8% | +0.1% | +5.7% | +5.7% |
| 30D | +17.9% | -3.3% | +21.2% | +21.3% |
| 3M | +3.6% | -2.4% | +6.0% | +5.7% |
| 6M | +32.9% | +2.6% | +30.3% | +29.7% |
| YTD | +19.5% | +11.3% | +8.2% | +8.7% |
| 1Y | +16.5% | +13.4% | +3.1% | +4.3% |
| 3Y | +167.2% | +80.3% | +86.9% | +64.4% |
| 5Y | +48.2% | +72.7% | -24.5% | -8.6% |
| All | +48.2% | +72.0% | -23.7% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling