+36.9%
MNST vs VIG
+14.9%
+22.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -4.1% | -0.4% | -3.7% | -3.9% |
| 30D | -4.5% | -2.1% | -2.4% | -3.6% |
| 3M | -2.5% | +3.3% | -5.8% | -3.4% |
| 6M | +14.1% | +9.3% | +4.9% | +10.3% |
| YTD | +12.6% | +10.1% | +2.4% | +9.1% |
| 1Y | +36.9% | +14.7% | +22.2% | +34.7% |
| All | +36.9% | +14.9% | +22.1% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling