+2,741.0%
MMM vs VTRS
+552.8%
+2,188.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -2.6% | -3.5% | +0.9% | -2.0% |
| 30D | -9.3% | +2.1% | -11.4% | -9.6% |
| 3M | +5.6% | +2.6% | +3.0% | +5.0% |
| 6M | +9.5% | +17.8% | -8.3% | +6.3% |
| YTD | +4.1% | +35.7% | -31.5% | -1.3% |
| 1Y | +9.4% | +63.5% | -54.1% | +0.4% |
| 3Y | +101.0% | +85.1% | +15.8% | +78.9% |
| 5Y | +26.1% | +42.5% | -16.4% | +15.4% |
| 10Y | +54.7% | -48.2% | +102.9% | +56.6% |
| All | +2,741.0% | +552.8% | +2,188.2% | +1,696.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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