+78.2%
MNST vs VMC
+52.4%
+25.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.1% |
| 7D | -4.1% | -0.5% | -3.6% | -4.0% |
| 30D | -4.5% | -9.1% | +4.6% | -2.0% |
| 3M | -2.5% | -4.1% | +1.7% | -1.7% |
| 6M | +14.1% | -5.5% | +19.7% | +15.3% |
| YTD | +12.6% | -8.9% | +21.5% | +14.2% |
| 1Y | +36.9% | -12.9% | +49.9% | +40.5% |
| 3Y | +53.1% | +22.1% | +31.0% | +35.5% |
| 5Y | +78.2% | +52.7% | +25.5% | +44.0% |
| All | +78.2% | +52.4% | +25.8% | +44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling