+108.8%
MNST vs VCIT
+3.7%
+105.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | +3.2% | +0.5% | +2.7% | +2.8% |
| 30D | +10.6% | +2.1% | +8.5% | +8.7% |
| 3M | +1.3% | -1.6% | +2.8% | +2.6% |
| 6M | +26.2% | -1.6% | +27.8% | +28.0% |
| YTD | +24.8% | -1.5% | +26.3% | +26.5% |
| 1Y | +40.9% | -0.4% | +41.3% | +41.6% |
| 3Y | +72.2% | +19.6% | +52.6% | +48.9% |
| 5Y | +108.8% | +3.3% | +105.5% | +106.9% |
| All | +108.8% | +3.7% | +105.1% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling