+73.7%
VTI vs MMM
+24.9%
+48.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.3% | 0.0% |
| 7D | -0.4% | -2.6% | +2.2% | +0.5% |
| 30D | -1.6% | -9.3% | +7.7% | +1.4% |
| 3M | +3.6% | +5.6% | -2.0% | +1.6% |
| 6M | +13.0% | +9.5% | +3.6% | +9.3% |
| YTD | +12.7% | +4.1% | +8.6% | +10.4% |
| 1Y | +18.4% | +9.4% | +9.0% | +13.7% |
| 3Y | +76.4% | +101.0% | -24.5% | +35.7% |
| 5Y | +73.7% | +26.1% | +47.6% | +62.0% |
| All | +73.7% | +24.9% | +48.8% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling