+908.7%
VZ vs MMM
+3,144.9%
-2,236.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | +2.1% | +6.2% | -4.1% | +0.1% |
| 30D | +1.4% | +14.2% | -12.8% | -2.8% |
| 3M | -1.3% | +2.9% | -4.2% | -2.4% |
| 6M | -0.5% | +27.6% | -28.1% | -8.2% |
| YTD | +19.6% | +17.3% | +2.4% | +12.6% |
| 1Y | +22.4% | +15.1% | +7.3% | +15.8% |
| 3Y | +55.9% | +157.1% | -101.2% | +9.0% |
| 5Y | +20.4% | +45.1% | -24.7% | +0.5% |
| 10Y | +66.9% | +83.9% | -17.0% | +22.3% |
| All | +908.7% | +3,144.9% | -2,236.2% | +118.4% |
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 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