+99.8%
MNST vs VRTX
+187.6%
-87.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.1% |
| 7D | +1.6% | -1.6% | +3.2% | +1.9% |
| 30D | +5.1% | +8.0% | -3.0% | +3.6% |
| 3M | -0.5% | +4.3% | -4.8% | -1.3% |
| 6M | +8.1% | +18.9% | -10.7% | +4.5% |
| YTD | +21.2% | +18.8% | +2.4% | +16.9% |
| 1Y | +30.7% | +24.0% | +6.8% | +25.0% |
| 3Y | +67.3% | +42.1% | +25.2% | +51.9% |
| All | +99.8% | +187.6% | -87.7% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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