+62.9%
MNST vs VSH
+6.8%
+56.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.7% | -10.1% | -4.5% |
| 7D | -3.4% | -12.9% | +9.5% | -3.3% |
| 30D | +6.6% | -36.9% | +43.5% | +7.4% |
| 3M | -2.9% | -28.8% | +25.9% | -2.5% |
| 6M | +18.4% | -30.3% | +48.7% | +17.2% |
| YTD | +19.3% | +62.4% | -43.1% | +13.1% |
| 1Y | +37.9% | +62.5% | -24.6% | +30.6% |
| 3Y | +62.9% | +7.4% | +55.5% | +52.1% |
| All | +62.9% | +6.8% | +56.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling