+78.2%
MNST vs ITOT
+73.9%
+4.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.2% |
| 7D | -4.1% | +0.7% | -4.7% | -4.5% |
| 30D | -4.5% | -1.1% | -3.4% | -3.9% |
| 3M | -2.5% | +3.9% | -6.3% | -4.7% |
| 6M | +14.1% | +14.7% | -0.6% | +5.2% |
| YTD | +12.6% | +13.3% | -0.8% | +4.3% |
| 1Y | +36.9% | +19.1% | +17.8% | +22.8% |
| 3Y | +53.1% | +77.3% | -24.2% | +2.1% |
| 5Y | +78.2% | +74.1% | +4.2% | +22.1% |
| All | +78.2% | +73.9% | +4.4% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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