+45.8%
MNST vs VUG
+4.9%
+40.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +3.2% |
| 7D | +6.8% | -3.0% | +9.8% | +7.0% |
| 30D | +12.0% | -6.4% | +18.5% | +12.6% |
| 3M | +3.5% | -3.2% | +6.7% | +3.7% |
| 6M | +29.7% | +3.1% | +26.5% | +27.9% |
| YTD | +27.2% | +6.3% | +20.9% | +22.0% |
| 1Y | +45.8% | +5.2% | +40.6% | +39.7% |
| All | +45.8% | +4.9% | +40.9% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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