-53.2%
MNDY vs VIG
+70.5%
-123.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.8% | -7.3% | -6.7% |
| 7D | -13.3% | -0.4% | -12.9% | -12.5% |
| 30D | -10.2% | -2.1% | -8.1% | -6.4% |
| 3M | -0.1% | +3.3% | -3.4% | -5.7% |
| 6M | +6.3% | +9.3% | -3.0% | -10.1% |
| YTD | -43.3% | +10.1% | -53.4% | -52.8% |
| 1Y | -56.1% | +14.7% | -70.8% | -66.5% |
| 3Y | -51.1% | +56.9% | -108.1% | -79.1% |
| 5Y | -78.5% | +62.9% | -141.4% | -91.1% |
| All | -53.2% | +70.5% | -123.7% | -77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling