+307.7%
VOO vs MMM
+84.0%
+223.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -0.6% | +7.0% | -7.5% | -3.2% |
| 30D | -3.6% | +18.4% | -22.0% | -10.0% |
| 3M | -2.7% | +4.5% | -7.2% | -4.7% |
| 6M | +2.2% | +33.4% | -31.2% | -9.4% |
| YTD | +10.9% | +20.0% | -9.1% | +1.9% |
| 1Y | +11.3% | +15.0% | -3.7% | +4.0% |
| 3Y | +76.9% | +165.0% | -88.1% | +11.1% |
| 5Y | +73.5% | +47.9% | +25.6% | +42.7% |
| 10Y | +307.7% | +79.6% | +228.0% | +195.3% |
| All | +307.7% | +84.0% | +223.7% | +195.3% |
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