+46.8%
VMC vs MNDY
-77.7%
+124.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | -0.3% |
| 7D | -3.7% | -12.5% | +8.8% | -2.3% |
| 30D | -12.8% | -2.6% | -10.1% | -12.7% |
| 3M | -7.9% | +4.2% | -12.2% | -8.9% |
| 6M | -7.5% | +9.8% | -17.3% | -9.7% |
| YTD | -11.6% | -42.3% | +30.6% | -7.1% |
| 1Y | -14.3% | -54.5% | +40.3% | -7.6% |
| 3Y | +18.5% | -50.3% | +68.7% | +21.0% |
| 5Y | +46.8% | -77.1% | +123.9% | +48.6% |
| All | +46.8% | -77.7% | +124.4% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling