+567.3%
VRT vs MNST
+100.5%
+466.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.4% | +7.9% | +4.8% |
| 7D | -21.4% | -3.4% | -17.9% | -20.7% |
| 30D | -25.8% | +6.6% | -32.4% | -27.8% |
| 3M | -33.5% | -2.9% | -30.6% | -33.4% |
| 6M | -49.0% | +18.4% | -67.5% | -53.6% |
| YTD | +12.9% | +19.3% | -6.3% | +2.4% |
| 1Y | 0.0% | +37.9% | -37.9% | -15.1% |
| 3Y | +361.8% | +62.9% | +298.9% | +250.5% |
| All | +567.3% | +100.5% | +466.8% | +281.9% |
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 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