+79.7%
MNST vs VTEB
+0.8%
+78.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.3% |
| 7D | -2.2% | -1.2% | -1.0% | -1.1% |
| 30D | -5.4% | -2.9% | -2.5% | -2.7% |
| 3M | -5.5% | -3.2% | -2.4% | -2.5% |
| 6M | +12.4% | -2.6% | +15.0% | +15.4% |
| YTD | +12.4% | -1.8% | +14.2% | +14.7% |
| 1Y | +37.2% | +0.2% | +37.0% | +37.5% |
| 3Y | +52.9% | +8.2% | +44.7% | +42.0% |
| 5Y | +79.7% | +0.8% | +78.8% | +103.1% |
| All | +79.7% | +0.8% | +78.9% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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