+25.2%
VZ vs MMM
+22.1%
+3.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.5% | -7.5% | +1.0% |
| 7D | +6.9% | +12.2% | -5.3% | +5.6% |
| 30D | +2.3% | +18.8% | -16.6% | +0.4% |
| 3M | 0.0% | +7.4% | -7.3% | -1.2% |
| 6M | +0.2% | +38.3% | -38.1% | -1.5% |
| YTD | +20.9% | +22.9% | -2.0% | +18.6% |
| 1Y | +25.2% | +23.0% | +2.2% | +21.4% |
| All | +25.2% | +22.1% | +3.2% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling