+464.2%
VLO vs MNDY
-49.8%
+514.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +1.2% |
| 7D | +5.3% | -4.6% | +10.0% | +5.5% |
| 30D | +18.2% | +1.0% | +17.2% | +18.0% |
| 3M | +53.3% | +9.1% | +44.2% | +52.1% |
| 6M | +70.4% | +14.2% | +56.2% | +68.3% |
| YTD | +143.4% | -41.1% | +184.5% | +147.7% |
| 1Y | +153.0% | -54.7% | +207.7% | +160.6% |
| 3Y | +195.0% | -50.6% | +245.5% | +201.4% |
| 5Y | +618.8% | -76.7% | +695.4% | +624.5% |
| All | +464.2% | -49.8% | +514.1% | +491.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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