+62.9%
MNST vs VIG
+62.5%
+0.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | -3.4% | -1.8% | -1.6% | -2.4% |
| 30D | +6.6% | +2.7% | +3.9% | +5.2% |
| 3M | -2.9% | 0.0% | -2.9% | -2.8% |
| 6M | +18.4% | +6.8% | +11.7% | +14.5% |
| YTD | +19.3% | +12.1% | +7.2% | +12.4% |
| 1Y | +37.9% | +14.8% | +23.1% | +28.2% |
| 3Y | +62.9% | +62.4% | +0.5% | +18.2% |
| All | +62.9% | +62.5% | +0.4% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling