+26.3%
MNST vs VO
+15.0%
+11.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | -0.2% |
| 7D | -6.9% | +0.2% | -7.1% | -6.9% |
| 30D | +3.7% | +2.0% | +1.7% | +3.2% |
| 3M | -0.3% | -0.3% | 0.0% | -0.4% |
| 6M | +5.1% | +7.3% | -2.2% | +2.9% |
| YTD | +18.4% | +15.0% | +3.4% | +14.0% |
| 1Y | +26.3% | +14.7% | +11.6% | +21.3% |
| All | +26.3% | +15.0% | +11.3% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling