+35,889.1%
VLO vs MMM
+2,854.2%
+33,034.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +5.2% | -3.3% | +8.5% | +6.9% |
| 30D | +22.6% | -7.0% | +29.6% | +27.0% |
| 3M | +43.8% | +10.8% | +33.0% | +35.5% |
| 6M | +65.7% | +5.8% | +60.0% | +58.1% |
| YTD | +131.1% | +6.8% | +124.3% | +118.2% |
| 1Y | +143.6% | +10.4% | +133.2% | +124.7% |
| 3Y | +201.4% | +104.7% | +96.7% | +93.6% |
| 5Y | +568.9% | +23.6% | +545.3% | +447.4% |
| 10Y | +891.8% | +54.1% | +837.7% | +619.1% |
| All | +35,889.1% | +2,854.2% | +33,034.9% | +8,770.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling