+9.7%
VNQ vs MNDY
-49.8%
+59.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.6% |
| 7D | -1.3% | -4.6% | +3.4% | -1.0% |
| 30D | -2.6% | +1.0% | -3.6% | -2.8% |
| 3M | -2.0% | +9.1% | -11.1% | -3.1% |
| 6M | +4.3% | +14.2% | -9.9% | +2.4% |
| YTD | +9.2% | -41.1% | +50.4% | +12.7% |
| 1Y | +5.6% | -54.7% | +60.3% | +11.0% |
| 3Y | +30.8% | -50.6% | +81.4% | +32.7% |
| 5Y | +8.0% | -76.7% | +84.6% | +5.3% |
| All | +9.7% | -49.8% | +59.5% | +11.5% |
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