+193.8%
VLO vs MNDY
-52.8%
+246.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.9% |
| 7D | +6.2% | -14.1% | +20.4% | +7.5% |
| 30D | +23.5% | -8.5% | +32.0% | +24.1% |
| 3M | +53.9% | -2.5% | +56.4% | +53.2% |
| 6M | +81.7% | +0.1% | +81.6% | +79.5% |
| YTD | +142.5% | -45.0% | +187.5% | +153.4% |
| 1Y | +145.4% | -58.1% | +203.6% | +163.3% |
| All | +193.8% | -52.8% | +246.6% | +206.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling