+354.7%
MNST vs VO
+197.6%
+157.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | +1.6% | +3.1% | -1.5% | -0.6% |
| 30D | +5.1% | +2.2% | +2.9% | +3.4% |
| 3M | -0.5% | -2.5% | +2.0% | +1.1% |
| 6M | +8.1% | +7.0% | +1.2% | +2.7% |
| YTD | +21.2% | +14.0% | +7.2% | +9.7% |
| 1Y | +30.7% | +15.6% | +15.1% | +17.0% |
| 3Y | +67.3% | +66.2% | +1.1% | +11.5% |
| 5Y | +101.9% | +36.6% | +65.2% | +56.0% |
| All | +354.7% | +197.6% | +157.1% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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