+99.8%
MNST vs VNQ
+6.7%
+93.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | +1.6% | +0.8% | +0.8% | +1.2% |
| 30D | +5.1% | +6.8% | -1.7% | +1.6% |
| 3M | -0.5% | -1.3% | +0.8% | +0.2% |
| 6M | +8.1% | +2.4% | +5.8% | +6.7% |
| YTD | +21.2% | +12.1% | +9.1% | +13.9% |
| 1Y | +30.7% | +12.0% | +18.7% | +22.9% |
| 3Y | +67.3% | +44.8% | +22.5% | +34.4% |
| All | +99.8% | +6.7% | +93.1% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling