+64.0%
MNST vs VTR
+131.8%
-67.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.8% |
| 7D | -3.9% | +3.8% | -7.7% | -4.6% |
| 30D | +3.9% | +10.1% | -6.2% | +2.0% |
| 3M | -0.8% | -1.2% | +0.3% | -0.7% |
| 6M | +5.1% | +4.8% | +0.3% | +3.5% |
| YTD | +18.3% | +18.9% | -0.6% | +13.7% |
| 1Y | +29.5% | +21.8% | +7.6% | +23.9% |
| 3Y | +64.0% | +132.0% | -67.9% | +46.0% |
| All | +64.0% | +131.8% | -67.8% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling