+98.0%
MNST vs VO
+37.2%
+60.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.9% |
| 7D | -4.7% | +2.9% | -7.7% | -6.3% |
| 30D | +5.2% | +1.0% | +4.2% | +4.5% |
| 3M | -0.9% | -1.7% | +0.8% | 0.0% |
| 6M | +6.1% | +6.7% | -0.6% | +1.9% |
| YTD | +18.9% | +14.0% | +4.9% | +9.5% |
| 1Y | +29.3% | +13.7% | +15.6% | +19.2% |
| 3Y | +64.9% | +65.8% | -1.0% | +16.0% |
| 5Y | +98.0% | +36.6% | +61.4% | +65.5% |
| All | +98.0% | +37.2% | +60.8% | +65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling