+51.2%
MMM vs VTV
+232.1%
-180.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.2% |
| 7D | -3.2% | -2.1% | -1.2% | -1.1% |
| 30D | -10.7% | -1.3% | -9.4% | -9.4% |
| 3M | +4.3% | +5.6% | -1.3% | -1.3% |
| 6M | +5.9% | +12.4% | -6.5% | -5.9% |
| YTD | +3.2% | +17.6% | -14.5% | -12.4% |
| 1Y | +8.0% | +23.5% | -15.5% | -12.6% |
| 3Y | +99.1% | +67.0% | +32.1% | +21.3% |
| 5Y | +25.7% | +80.5% | -54.8% | -28.4% |
| All | +51.2% | +232.1% | -180.9% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling