+754.3%
VLO vs MNST
+328.4%
+425.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | -0.4% | -6.9% | +6.4% | +1.6% |
| 30D | -16.6% | +3.7% | -20.3% | -17.6% |
| 3M | +12.3% | -0.3% | +12.6% | +12.0% |
| 6M | +47.8% | +5.1% | +42.8% | +45.0% |
| YTD | +126.7% | +18.4% | +108.3% | +112.6% |
| 1Y | +105.4% | +26.3% | +79.1% | +88.5% |
| 3Y | +222.0% | +64.3% | +157.7% | +165.9% |
| 5Y | +449.8% | +96.8% | +353.0% | +311.4% |
| 10Y | +754.3% | +333.2% | +421.1% | +398.9% |
| All | +754.3% | +328.4% | +425.9% | +398.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling