+38.1%
MNST vs VMC
-8.5%
+46.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -6.5% | -4.3% | -2.2% | -6.0% |
| 30D | -7.2% | -8.2% | +1.0% | -6.4% |
| 3M | -1.0% | -7.0% | +6.0% | -0.1% |
| 6M | +11.5% | -10.8% | +22.2% | +12.0% |
| YTD | +14.3% | -7.4% | +21.7% | +15.4% |
| 1Y | +38.1% | -9.5% | +47.6% | +39.0% |
| All | +38.1% | -8.5% | +46.6% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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