+338.8%
MMM vs VOO
+795.4%
-456.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +7.0% | -0.6% | +7.5% | +7.6% |
| 30D | +18.4% | -3.6% | +22.0% | +22.4% |
| 3M | +4.5% | -2.7% | +7.2% | +7.0% |
| 6M | +33.4% | +2.2% | +31.2% | +30.4% |
| YTD | +20.0% | +10.9% | +9.1% | +9.0% |
| 1Y | +15.0% | +11.3% | +3.7% | +4.1% |
| 3Y | +165.0% | +76.9% | +88.1% | +59.0% |
| 5Y | +47.9% | +73.5% | -25.6% | -10.4% |
| 10Y | +79.6% | +307.7% | -228.0% | -52.3% |
| All | +338.8% | +795.4% | -456.6% | -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 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