-32.3%
MNDY vs VT
+69.7%
-102.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.6% |
| 7D | -8.0% | -2.3% | -5.7% | -5.2% |
| 30D | +5.3% | -5.0% | +10.2% | +12.3% |
| 3M | +0.4% | -4.9% | +5.3% | +6.9% |
| 6M | +18.9% | -1.5% | +20.4% | +19.0% |
| YTD | -40.4% | +8.5% | -48.9% | -50.0% |
| 1Y | -51.4% | +11.4% | -62.8% | -61.4% |
| 3Y | -32.3% | +70.1% | -102.4% | -72.2% |
| All | -32.3% | +69.7% | -102.1% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling