-51.5%
MNDY vs VO
+48.8%
-100.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.5% |
| 7D | -4.6% | -1.5% | -3.1% | -1.8% |
| 30D | +1.0% | -3.0% | +4.1% | +7.1% |
| 3M | +9.1% | +2.8% | +6.3% | +3.3% |
| 6M | +14.2% | +10.9% | +3.3% | -7.7% |
| YTD | -41.1% | +12.5% | -53.6% | -53.9% |
| 1Y | -54.7% | +12.0% | -66.7% | -64.3% |
| 3Y | -50.6% | +56.3% | -106.8% | -79.8% |
| 5Y | -76.7% | +42.9% | -119.6% | -86.3% |
| All | -51.5% | +48.8% | -100.3% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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