+393.3%
MMM price history and return analytics
+374.2%
+19.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -3.3% | +0.4% | -3.8% | -3.7% |
| 30D | -7.0% | +1.0% | -8.0% | -7.8% |
| 3M | +10.8% | +2.4% | +8.4% | +8.5% |
| 6M | +5.8% | +12.0% | -6.2% | -3.6% |
| YTD | +6.8% | +15.3% | -8.6% | -4.9% |
| 1Y | +10.4% | +22.6% | -12.2% | -6.4% |
| 3Y | +104.7% | +74.7% | +30.0% | +32.2% |
| 5Y | +23.6% | +66.1% | -42.6% | -17.3% |
| 10Y | +54.1% | +225.0% | -170.9% | -38.3% |
| All | +393.3% | +374.2% | +19.1% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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