-51.5%
MNDY vs VIG
+70.0%
-121.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.2% | +0.6% |
| 7D | -4.6% | -1.1% | -3.6% | -2.6% |
| 30D | +1.0% | -2.7% | +3.8% | +6.6% |
| 3M | +9.1% | +2.5% | +6.6% | +4.6% |
| 6M | +14.2% | +9.2% | +5.0% | -3.4% |
| YTD | -41.1% | +9.8% | -51.0% | -50.8% |
| 1Y | -54.7% | +12.4% | -67.1% | -64.0% |
| 3Y | -50.6% | +55.9% | -106.5% | -78.6% |
| 5Y | -76.7% | +63.9% | -140.6% | -90.0% |
| All | -51.5% | +70.0% | -121.4% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling