+268.2%
MMM vs VXUS
+179.6%
+88.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | -3.3% | +1.0% | -4.3% | -4.1% |
| 30D | -7.0% | +2.2% | -9.2% | -8.6% |
| 3M | +10.8% | +3.0% | +7.9% | +7.9% |
| 6M | +5.8% | +10.7% | -4.9% | -2.9% |
| YTD | +6.8% | +17.8% | -11.1% | -6.8% |
| 1Y | +10.4% | +27.6% | -17.2% | -9.6% |
| 3Y | +104.7% | +73.3% | +31.4% | +31.8% |
| 5Y | +23.6% | +54.3% | -30.8% | -13.4% |
| 10Y | +54.1% | +149.8% | -95.7% | -26.0% |
| All | +268.2% | +179.6% | +88.6% | +57.0% |
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