+313.1%
MNST vs OVV
+48.9%
+264.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -5.0% | -10.7% | +5.8% | -4.2% |
| 30D | +4.6% | -5.3% | +9.9% | +4.9% |
| 3M | +1.0% | +2.4% | -1.4% | +0.7% |
| 6M | +5.8% | +5.7% | +0.1% | +5.0% |
| YTD | +19.1% | +56.8% | -37.7% | +14.1% |
| 1Y | +30.9% | +59.3% | -28.4% | +25.2% |
| 3Y | +65.7% | +49.0% | +16.8% | +57.4% |
| 5Y | +99.0% | +88.1% | +10.8% | +80.4% |
| 10Y | +313.1% | +42.5% | +270.5% | +217.9% |
| All | +313.1% | +48.9% | +264.2% | +217.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling