+77.9%
MNST vs VYM
+76.9%
+0.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -3.6% | -1.0% | -2.6% | -2.9% |
| 30D | -6.3% | -2.0% | -4.3% | -4.9% |
| 3M | -5.0% | +3.1% | -8.0% | -7.0% |
| 6M | +13.1% | +8.9% | +4.3% | +6.5% |
| YTD | +11.8% | +14.7% | -3.0% | +1.3% |
| 1Y | +35.2% | +19.4% | +15.8% | +18.8% |
| 3Y | +52.0% | +65.4% | -13.4% | +0.8% |
| 5Y | +77.9% | +77.6% | +0.3% | +11.8% |
| All | +77.9% | +76.9% | +0.9% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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