+476.5%
V vs MMM
+75.7%
+400.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | 0.0% |
| 7D | -0.4% | -0.8% | +0.5% | 0.0% |
| 30D | +6.3% | +14.4% | -8.1% | +0.6% |
| 3M | +17.2% | +1.8% | +15.4% | +16.0% |
| 6M | +29.2% | +31.3% | -2.1% | +14.8% |
| YTD | +20.8% | +18.0% | +2.8% | +11.3% |
| 1Y | +25.0% | +10.9% | +14.1% | +18.2% |
| 3Y | +75.3% | +160.6% | -85.3% | +8.1% |
| 5Y | +105.8% | +44.5% | +61.4% | +70.2% |
| All | +476.5% | +75.7% | +400.8% | +316.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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