+105.5%
V vs MNST
+101.0%
+4.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -0.8% | -5.0% | +4.2% | +0.9% |
| 30D | +9.5% | +4.6% | +4.9% | +7.9% |
| 3M | +16.7% | +1.0% | +15.7% | +16.2% |
| 6M | +32.9% | +5.8% | +27.2% | +30.3% |
| YTD | +21.1% | +19.1% | +2.0% | +13.2% |
| 1Y | +26.6% | +30.9% | -4.3% | +14.0% |
| 3Y | +78.4% | +65.7% | +12.6% | +43.9% |
| 5Y | +105.5% | +99.0% | +6.5% | +43.5% |
| All | +105.5% | +101.0% | +4.5% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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