+304.5%
MMM vs VXUS
+156.4%
+148.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +6.2% | -1.8% | +8.0% | +7.8% |
| 30D | +14.2% | -4.6% | +18.8% | +18.5% |
| 3M | +2.9% | -6.1% | +9.0% | +8.1% |
| 6M | +27.6% | -4.9% | +32.4% | +32.1% |
| YTD | +17.3% | +8.1% | +9.2% | +9.7% |
| 1Y | +15.1% | +12.1% | +3.0% | +4.5% |
| 3Y | +157.1% | +63.9% | +93.3% | +73.0% |
| 5Y | +45.1% | +43.1% | +2.0% | +8.1% |
| 10Y | +83.9% | +139.2% | -55.4% | -8.4% |
| All | +304.5% | +156.4% | +148.1% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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