+248.7%
MNST vs VNQ
+62.8%
+185.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.1% |
| 7D | -2.2% | -2.6% | +0.4% | -0.8% |
| 30D | -5.4% | -2.3% | -3.0% | -4.1% |
| 3M | -5.5% | -2.8% | -2.7% | -4.0% |
| 6M | +12.4% | +2.5% | +9.9% | +10.7% |
| YTD | +12.4% | +8.4% | +4.0% | +7.1% |
| 1Y | +37.2% | +6.8% | +30.4% | +31.8% |
| 3Y | +52.9% | +29.9% | +23.0% | +29.1% |
| 5Y | +79.7% | +7.2% | +72.5% | +69.3% |
| All | +248.7% | +62.8% | +185.8% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling