+321.6%
MNST vs VT
+214.8%
+106.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +1.2% |
| 7D | +3.2% | -4.2% | +7.4% | +6.5% |
| 30D | +10.6% | -5.8% | +16.4% | +15.6% |
| 3M | +1.3% | -5.2% | +6.5% | +5.2% |
| 6M | +26.2% | +0.1% | +26.1% | +25.2% |
| YTD | +24.8% | +8.2% | +16.5% | +16.0% |
| 1Y | +40.9% | +10.1% | +30.8% | +29.2% |
| 3Y | +72.2% | +69.7% | +2.5% | +7.0% |
| 5Y | +108.8% | +53.4% | +55.4% | +41.8% |
| All | +321.6% | +214.8% | +106.8% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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