+57.3%
VZ vs MNST
+72.2%
-14.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.1% |
| 7D | +5.6% | +3.2% | +2.4% | +5.2% |
| 30D | +1.9% | +10.6% | -8.7% | +0.6% |
| 3M | +0.8% | +1.3% | -0.5% | +0.5% |
| 6M | +0.6% | +26.2% | -25.6% | -2.2% |
| YTD | +20.8% | +24.8% | -4.0% | +17.4% |
| 1Y | +23.9% | +40.9% | -17.0% | +18.3% |
| All | +57.3% | +72.2% | -14.8% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling