+56.6%
MNST vs VUG
+86.3%
-29.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -7.2% | -0.3% | -6.9% | -7.2% |
| 3M | -1.0% | -0.7% | -0.3% | -1.0% |
| 6M | +11.5% | +14.6% | -3.1% | +8.3% |
| YTD | +14.3% | +9.0% | +5.3% | +11.9% |
| 1Y | +38.1% | +14.9% | +23.3% | +33.6% |
| All | +56.6% | +86.3% | -29.7% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling