+101.3%
MNST vs VCLT
-16.9%
+118.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.4% | -4.4% |
| 7D | -3.4% | +0.3% | -3.7% | -3.5% |
| 30D | +6.6% | +3.7% | +3.0% | +5.0% |
| 3M | -2.9% | -1.0% | -1.9% | -2.5% |
| 6M | +18.4% | -3.4% | +21.8% | +20.1% |
| YTD | +19.3% | -2.6% | +21.9% | +20.6% |
| 1Y | +37.9% | -3.3% | +41.2% | +39.7% |
| 3Y | +62.9% | +17.3% | +45.6% | +51.7% |
| All | +101.3% | -16.9% | +118.3% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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