+631.1%
VRT vs MNST
+96.9%
+534.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -2.9% |
| 7D | -17.7% | -3.9% | -13.8% | -16.8% |
| 30D | -20.0% | +3.9% | -23.9% | -21.5% |
| 3M | -28.1% | -0.8% | -27.3% | -28.6% |
| 6M | -42.8% | +5.1% | -47.9% | -45.1% |
| YTD | +20.0% | +18.3% | +1.7% | +9.0% |
| 1Y | +3.5% | +29.5% | -26.0% | -9.7% |
| 3Y | +366.1% | +64.0% | +302.1% | +249.6% |
| All | +631.1% | +96.9% | +534.1% | +324.6% |
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