+63.3%
MNST vs VTV
+77.3%
-14.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | +3.9% | +3.2% | +0.7% | +2.1% |
| 3M | -0.8% | +1.7% | -2.5% | -1.7% |
| 6M | +5.1% | +11.0% | -5.9% | -0.9% |
| YTD | +18.3% | +21.0% | -2.7% | +6.7% |
| 1Y | +29.5% | +24.3% | +5.2% | +15.1% |
| All | +63.3% | +77.3% | -14.0% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling