+900.2%
VLO vs MMM
+54.6%
+845.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.6% |
| 7D | +5.8% | -1.6% | +7.4% | +6.6% |
| 30D | +28.3% | -8.0% | +36.3% | +33.5% |
| 3M | +48.7% | +9.4% | +39.4% | +41.2% |
| 6M | +71.9% | +10.2% | +61.7% | +60.8% |
| YTD | +138.7% | +6.1% | +132.6% | +126.3% |
| 1Y | +148.5% | +10.8% | +137.7% | +128.7% |
| 3Y | +192.7% | +104.8% | +87.9% | +82.7% |
| 5Y | +601.6% | +27.0% | +574.6% | +490.3% |
| 10Y | +900.2% | +53.8% | +846.4% | +664.6% |
| All | +900.2% | +54.6% | +845.6% | +664.6% |
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