+10.8%
MMM vs VUG
+14.2%
-3.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.6% | +0.9% | -2.5% | -1.9% |
| 30D | -8.0% | -1.4% | -6.6% | -7.6% |
| 3M | +9.4% | +2.3% | +7.0% | +8.5% |
| 6M | +10.2% | +15.7% | -5.4% | +2.6% |
| YTD | +6.1% | +8.6% | -2.5% | +1.1% |
| 1Y | +10.8% | +14.1% | -3.3% | +4.5% |
| All | +10.8% | +14.2% | -3.4% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling