+82.8%
MNST vs VLTO
+54.1%
+28.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +3.2% | +12.0% | -8.8% | +0.7% |
| 30D | +10.6% | +20.8% | -10.3% | +6.2% |
| 3M | +1.3% | +20.1% | -18.8% | -2.6% |
| 6M | +26.2% | +32.6% | -6.4% | +18.7% |
| YTD | +24.8% | +17.3% | +7.5% | +20.4% |
| 1Y | +40.9% | +17.3% | +23.6% | +35.9% |
| 3Y | +72.2% | +66.9% | +5.3% | +53.3% |
| All | +82.8% | +54.1% | +28.7% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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