+89.4%
MNST vs VG
-51.4%
+140.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | -3.4% | -22.0% | +18.6% | -4.5% |
| 30D | +6.6% | -11.6% | +18.3% | +6.1% |
| 3M | -2.9% | -14.9% | +12.0% | -3.5% |
| 6M | +18.4% | -3.5% | +22.0% | +18.9% |
| YTD | +19.3% | +70.0% | -50.7% | +21.5% |
| 1Y | +37.9% | +50.0% | -12.1% | +40.2% |
| All | +89.4% | -51.4% | +140.8% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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