+62.9%
MNST vs OVV
+34.1%
+28.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.4% |
| 7D | -3.4% | -16.7% | +13.2% | -3.3% |
| 30D | +6.6% | -1.5% | +8.1% | +6.6% |
| 3M | -2.9% | +1.6% | -4.5% | -3.0% |
| 6M | +18.4% | +2.0% | +16.4% | +18.3% |
| YTD | +19.3% | +56.8% | -37.5% | +16.7% |
| 1Y | +37.9% | +64.8% | -26.9% | +34.5% |
| 3Y | +62.9% | +38.3% | +24.6% | +59.6% |
| All | +62.9% | +34.1% | +28.8% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling