+241.7%
MNST vs OVV
+63.7%
+178.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.5% |
| 7D | -6.5% | +0.3% | -6.8% | -6.5% |
| 30D | -7.2% | +11.7% | -19.0% | -8.0% |
| 3M | -1.0% | +9.8% | -10.8% | -1.9% |
| 6M | +11.5% | +26.6% | -15.1% | +9.0% |
| YTD | +14.3% | +67.0% | -52.7% | +9.2% |
| 1Y | +38.1% | +55.9% | -17.8% | +32.4% |
| 3Y | +55.0% | +45.5% | +9.5% | +47.6% |
| 5Y | +79.6% | +157.3% | -77.7% | +58.6% |
| All | +241.7% | +63.7% | +178.1% | +158.0% |
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