+78.2%
MNST vs VCLT
-15.1%
+93.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -4.5% | -0.6% | -3.9% | -4.3% |
| 3M | -2.5% | -2.2% | -0.2% | -1.5% |
| 6M | +14.1% | -2.9% | +17.0% | +15.5% |
| YTD | +12.6% | -2.1% | +14.6% | +13.5% |
| 1Y | +36.9% | -2.6% | +39.5% | +38.4% |
| 3Y | +53.1% | +12.5% | +40.6% | +45.2% |
| 5Y | +78.2% | -15.3% | +93.5% | +90.8% |
| All | +78.2% | -15.1% | +93.3% | +90.8% |
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