+28.8%
MNST vs VTV
+24.4%
+4.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.6% |
| 7D | -6.9% | -0.4% | -6.5% | -6.6% |
| 30D | +3.7% | +3.9% | -0.1% | +1.2% |
| 3M | -0.3% | +2.6% | -2.8% | -1.9% |
| 6M | +5.1% | +11.5% | -6.4% | -1.5% |
| YTD | +18.4% | +22.3% | -3.8% | +10.3% |
| All | +28.8% | +24.4% | +4.4% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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