+897.3%
VST vs MMM
+80.8%
+816.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.2% | -3.0% | -4.9% |
| 7D | -19.9% | +5.9% | -25.8% | -22.4% |
| 30D | -29.7% | +14.7% | -44.4% | -34.3% |
| 3M | -19.6% | +3.6% | -23.1% | -21.5% |
| 6M | -29.4% | +32.7% | -62.1% | -38.5% |
| YTD | -29.7% | +18.9% | -48.7% | -35.9% |
| 1Y | -40.0% | +16.4% | -56.4% | -44.9% |
| 3Y | +231.0% | +159.8% | +71.2% | +110.1% |
| 5Y | +500.1% | +47.2% | +452.9% | +388.9% |
| 10Y | +1,004.2% | +86.5% | +917.7% | +753.0% |
| All | +897.3% | +80.8% | +816.5% | +647.1% |
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