+289.6%
VTI vs MMM
+74.0%
+215.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +2.5% | -0.4% | +2.9% | +2.7% |
| 30D | -1.5% | +12.1% | -13.7% | -6.1% |
| 3M | -3.2% | +1.4% | -4.6% | -4.1% |
| 6M | +2.3% | +26.6% | -24.3% | -7.6% |
| YTD | +11.6% | +16.8% | -5.2% | +3.5% |
| 1Y | +13.8% | +10.1% | +3.7% | +8.0% |
| 3Y | +77.4% | +158.4% | -81.0% | +12.0% |
| 5Y | +64.6% | +43.1% | +21.5% | +36.7% |
| All | +289.6% | +74.0% | +215.6% | +183.4% |
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