-46.0%
MNDY vs VLTO
+26.2%
-72.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.8% | -7.3% | -7.5% |
| 7D | -13.3% | -1.6% | -11.7% | -12.1% |
| 30D | -10.2% | -2.9% | -7.3% | -8.0% |
| 3M | -0.1% | +12.7% | -12.8% | -8.0% |
| 6M | +6.3% | +1.6% | +4.7% | +5.5% |
| YTD | -43.3% | -4.0% | -39.3% | -41.6% |
| 1Y | -56.1% | -10.2% | -46.0% | -52.5% |
| All | -46.0% | +26.2% | -72.2% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling