+55.9%
VZ vs MNST
+64.6%
-8.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.4% |
| 7D | +2.1% | -3.4% | +5.6% | +2.6% |
| 30D | +1.4% | +6.6% | -5.2% | +0.6% |
| 3M | -1.3% | -2.9% | +1.6% | -1.0% |
| 6M | -0.5% | +18.4% | -19.0% | -2.5% |
| YTD | +19.6% | +19.3% | +0.4% | +16.9% |
| 1Y | +22.4% | +37.9% | -15.5% | +17.1% |
| 3Y | +55.9% | +62.9% | -7.0% | +44.5% |
| All | +55.9% | +64.6% | -8.7% | +44.5% |
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