-50.6%
MNDY vs VYM
+65.1%
-115.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.0% |
| 7D | -4.6% | -0.8% | -3.8% | -3.5% |
| 30D | +1.0% | -2.2% | +3.3% | +4.4% |
| 3M | +9.1% | +3.1% | +6.1% | +5.0% |
| 6M | +14.2% | +9.7% | +4.5% | 0.0% |
| YTD | -41.1% | +14.9% | -56.0% | -52.3% |
| 1Y | -54.7% | +17.6% | -72.3% | -64.7% |
| 3Y | -50.6% | +65.3% | -115.9% | -74.4% |
| All | -50.6% | +65.1% | -115.6% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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