+84.2%
MNST vs OVV
+160.2%
-76.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.6% |
| 3M | -1.0% | +9.8% | -10.8% | -1.4% |
| 6M | +11.5% | +26.6% | -15.1% | +10.1% |
| YTD | +14.3% | +67.0% | -52.7% | +11.1% |
| 1Y | +38.1% | +55.9% | -17.8% | +34.7% |
| 3Y | +55.0% | +45.5% | +9.5% | +50.0% |
| All | +84.2% | +160.2% | -76.0% | +68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling