+96.0%
MMM vs VTEB
+8.2%
+87.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.2% |
| 7D | -3.2% | -1.2% | -2.0% | -1.9% |
| 30D | -10.7% | -2.9% | -7.8% | -7.9% |
| 3M | +4.3% | -3.2% | +7.4% | +7.8% |
| 6M | +5.9% | -2.6% | +8.5% | +8.9% |
| YTD | +3.2% | -1.8% | +5.0% | +5.5% |
| 1Y | +8.0% | +0.2% | +7.8% | +8.7% |
| All | +96.0% | +8.2% | +87.8% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling