+96.8%
MNST vs ITOT
+66.6%
+30.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.6% |
| 7D | -6.9% | -0.8% | -6.1% | -6.5% |
| 30D | +3.7% | -2.0% | +5.8% | +4.8% |
| 3M | -0.3% | -1.5% | +1.3% | +0.4% |
| 6M | +5.1% | +3.3% | +1.8% | +2.7% |
| YTD | +18.4% | +12.5% | +6.0% | +10.0% |
| 1Y | +26.3% | +12.6% | +13.7% | +17.2% |
| 3Y | +64.3% | +78.6% | -14.4% | +8.6% |
| 5Y | +96.8% | +67.0% | +29.8% | +40.0% |
| All | +96.8% | +66.6% | +30.3% | +40.0% |
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