+79.7%
MNST vs VTRS
+40.7%
+39.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -2.2% | -3.3% | +1.1% | -1.8% |
| 30D | -5.4% | +1.4% | -6.7% | -5.6% |
| 3M | -5.5% | +4.6% | -10.2% | -6.2% |
| 6M | +12.4% | +18.1% | -5.7% | +9.4% |
| YTD | +12.4% | +34.7% | -22.3% | +7.1% |
| 1Y | +37.2% | +65.6% | -28.5% | +26.7% |
| 3Y | +52.9% | +83.8% | -30.9% | +35.9% |
| 5Y | +79.7% | +46.5% | +33.2% | +56.6% |
| All | +79.7% | +40.7% | +39.0% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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