-78.9%
MNDY vs VO
+36.2%
-115.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -11.3% | +3.1% | -14.4% | -17.0% |
| 30D | -10.8% | +2.2% | -13.0% | -15.2% |
| 3M | -17.3% | -2.5% | -14.8% | -14.0% |
| 6M | +15.2% | +7.0% | +8.3% | -0.7% |
| YTD | -47.1% | +14.0% | -61.1% | -60.4% |
| 1Y | -51.4% | +15.6% | -67.1% | -64.8% |
| 3Y | -49.6% | +66.2% | -115.8% | -82.9% |
| All | -78.9% | +36.2% | -115.1% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling