+62.9%
MNST vs VCIT
+19.7%
+43.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.3% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | +6.6% | +1.9% | +4.7% | +4.9% |
| 3M | -2.9% | -1.4% | -1.4% | -1.8% |
| 6M | +18.4% | -2.1% | +20.6% | +20.5% |
| YTD | +19.3% | -1.6% | +20.9% | +21.0% |
| 1Y | +37.9% | -0.9% | +38.8% | +39.2% |
| 3Y | +62.9% | +20.0% | +42.9% | +50.9% |
| All | +62.9% | +19.7% | +43.2% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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