+6.8%
VRT vs MNST
+30.7%
-23.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.8% | +9.6% |
| 7D | -10.6% | -5.0% | -5.6% | -11.0% |
| 30D | -17.4% | +4.6% | -22.0% | -17.3% |
| 3M | -26.4% | +1.0% | -27.4% | -26.6% |
| 6M | -41.0% | +5.8% | -46.8% | -42.6% |
| YTD | +23.8% | +19.1% | +4.8% | +16.1% |
| All | +6.8% | +30.7% | -23.9% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling