+26.1%
MMM vs VTR
+88.4%
-62.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.7% |
| 7D | -2.6% | -2.9% | +0.3% | -1.7% |
| 30D | -9.3% | -2.8% | -6.5% | -8.6% |
| 3M | +5.6% | +9.0% | -3.4% | +2.3% |
| 6M | +9.5% | +5.0% | +4.5% | +7.2% |
| YTD | +4.1% | +16.9% | -12.8% | -1.8% |
| 1Y | +9.4% | +34.3% | -24.9% | -1.9% |
| 3Y | +101.0% | +131.6% | -30.6% | +46.4% |
| 5Y | +26.1% | +88.0% | -61.9% | -3.7% |
| All | +26.1% | +88.4% | -62.3% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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