+21.7%
VZ vs MMM
+12.5%
+9.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +0.9% | -0.8% | +1.7% | +1.0% |
| 30D | +6.9% | +14.4% | -7.5% | +5.4% |
| 3M | +0.6% | +1.8% | -1.2% | 0.0% |
| 6M | +0.3% | +31.3% | -31.0% | -0.9% |
| YTD | +21.9% | +18.0% | +3.9% | +20.2% |
| 1Y | +21.7% | +10.9% | +10.8% | +20.2% |
| All | +21.7% | +12.5% | +9.2% | +20.2% |
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