+1,678.9%
VRT vs MNST
+227.4%
+1,451.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.9% | -12.1% | -13.4% |
| 7D | -28.1% | +3.2% | -31.3% | -29.1% |
| 30D | -30.2% | +10.6% | -40.8% | -33.0% |
| 3M | -36.4% | +1.3% | -37.7% | -37.2% |
| 6M | -48.2% | +26.2% | -74.4% | -53.7% |
| YTD | +9.2% | +24.8% | -15.6% | -2.3% |
| 1Y | -7.2% | +40.9% | -48.2% | -21.2% |
| 3Y | +338.7% | +72.2% | +266.5% | +229.6% |
| 5Y | +542.8% | +108.8% | +434.1% | +330.0% |
| All | +1,678.9% | +227.4% | +1,451.5% | +901.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling