+37.2%
MNST vs VTV
+23.7%
+13.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.0% |
| 7D | -2.2% | -2.1% | -0.2% | -1.1% |
| 30D | -5.4% | -1.3% | -4.0% | -4.6% |
| 3M | -5.5% | +5.6% | -11.1% | -8.0% |
| 6M | +12.4% | +12.4% | 0.0% | +6.1% |
| YTD | +12.4% | +17.6% | -5.2% | +6.8% |
| 1Y | +37.2% | +23.5% | +13.7% | +30.2% |
| All | +37.2% | +23.7% | +13.4% | +30.2% |
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