+84.2%
MNST vs VUG
+76.6%
+7.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 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% | +5.0% |
| YTD | +14.3% | +9.0% | +5.3% | +9.8% |
| 1Y | +38.1% | +14.9% | +23.3% | +29.3% |
| 3Y | +55.0% | +86.0% | -31.1% | +10.9% |
| All | +84.2% | +76.6% | +7.5% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling