+905.2%
VRT vs MNST
+80.0%
+825.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +4.6% |
| 7D | +9.1% | -6.5% | +15.6% | +11.7% |
| 30D | +0.9% | -7.2% | +8.2% | +3.3% |
| 3M | -13.4% | -1.0% | -12.4% | -14.2% |
| 6M | +11.7% | +11.5% | +0.2% | +4.7% |
| YTD | +73.2% | +14.3% | +58.9% | +60.3% |
| 1Y | +123.4% | +38.1% | +85.3% | +88.5% |
| 3Y | +606.2% | +55.0% | +551.2% | +450.5% |
| All | +905.2% | +80.0% | +825.2% | +473.2% |
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 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