+337.0%
MMM vs VOO
+798.5%
-461.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | -0.2% |
| 7D | +5.8% | +0.1% | +5.7% | +5.7% |
| 30D | +17.9% | -3.3% | +21.2% | +21.5% |
| 3M | +3.6% | -2.4% | +6.0% | +5.8% |
| 6M | +32.9% | +2.6% | +30.3% | +29.5% |
| YTD | +19.5% | +11.3% | +8.2% | +8.3% |
| 1Y | +16.5% | +13.4% | +3.1% | +3.8% |
| 3Y | +167.2% | +80.3% | +86.9% | +57.7% |
| 5Y | +48.2% | +72.7% | -24.5% | -9.9% |
| 10Y | +83.0% | +310.0% | -227.0% | -51.7% |
| All | +337.0% | +798.5% | -461.4% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling