+434.7%
MMM vs VTV
+734.9%
-300.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.0% |
| 7D | -0.8% | +2.3% | -3.1% | -2.8% |
| 30D | +14.4% | +3.8% | +10.6% | +10.9% |
| 3M | +1.8% | +1.7% | +0.1% | +0.5% |
| 6M | +31.3% | +10.9% | +20.4% | +20.1% |
| YTD | +18.0% | +21.7% | -3.8% | -0.4% |
| 1Y | +10.9% | +23.4% | -12.5% | -7.5% |
| 3Y | +160.6% | +78.0% | +82.6% | +60.3% |
| 5Y | +44.5% | +77.4% | -32.9% | -10.2% |
| 10Y | +75.9% | +230.4% | -154.5% | -34.7% |
| All | +434.7% | +734.9% | -300.2% | -11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling