+101.3%
MNST vs VT
+53.4%
+47.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -3.4% | -2.3% | -1.1% | -2.1% |
| 30D | +6.6% | -5.0% | +11.6% | +9.8% |
| 3M | -2.9% | -4.9% | +2.0% | -0.2% |
| 6M | +18.4% | -1.5% | +20.0% | +18.9% |
| YTD | +19.3% | +8.5% | +10.8% | +12.4% |
| 1Y | +37.9% | +11.4% | +26.5% | +27.6% |
| 3Y | +62.9% | +70.1% | -7.2% | +8.0% |
| All | +101.3% | +53.4% | +47.9% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling