+303.0%
MNST vs OVV
+50.1%
+252.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.4% |
| 7D | -3.4% | -16.7% | +13.2% | -2.1% |
| 30D | +6.6% | -1.5% | +8.1% | +6.7% |
| 3M | -2.9% | +1.6% | -4.5% | -3.1% |
| 6M | +18.4% | +2.0% | +16.4% | +17.9% |
| YTD | +19.3% | +56.8% | -37.5% | +14.3% |
| 1Y | +37.9% | +64.8% | -26.9% | +31.5% |
| 3Y | +62.9% | +38.3% | +24.6% | +55.7% |
| 5Y | +99.6% | +84.9% | +14.7% | +81.3% |
| All | +303.0% | +50.1% | +252.9% | +208.6% |
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