+35.2%
MNST vs VTR
+34.7%
+0.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -3.6% | -2.9% | -0.6% | -3.0% |
| 30D | -6.3% | -2.8% | -3.5% | -5.8% |
| 3M | -5.0% | +9.0% | -14.0% | -7.4% |
| 6M | +13.1% | +5.0% | +8.2% | +10.8% |
| YTD | +11.8% | +16.9% | -5.2% | +7.9% |
| 1Y | +35.2% | +34.3% | +1.0% | +31.1% |
| All | +35.2% | +34.7% | +0.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling