+93,382.7%
MNST vs VTV
+721.7%
+92,661.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.4% |
| 7D | -6.5% | +0.5% | -7.0% | -6.9% |
| 30D | -7.2% | +1.1% | -8.3% | -8.1% |
| 3M | -1.0% | +5.9% | -6.9% | -5.8% |
| 6M | +11.5% | +11.6% | -0.1% | +1.6% |
| YTD | +14.3% | +19.8% | -5.5% | -2.1% |
| 1Y | +38.1% | +26.2% | +11.9% | +12.9% |
| 3Y | +55.0% | +68.5% | -13.5% | -2.3% |
| 5Y | +79.6% | +79.9% | -0.2% | +7.0% |
| 10Y | +241.8% | +229.7% | +12.1% | +17.9% |
| All | +93,382.7% | +721.7% | +92,661.0% | +13,770.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling