+8.9%
VNQ vs MNDY
-50.8%
+59.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | -2.6% | -12.5% | +9.9% | -1.7% |
| 30D | -2.3% | -2.6% | +0.3% | -2.3% |
| 3M | -2.8% | +4.2% | -7.0% | -3.5% |
| 6M | +2.5% | +9.8% | -7.3% | +0.9% |
| YTD | +8.4% | -42.3% | +50.7% | +12.0% |
| 1Y | +6.8% | -54.5% | +61.3% | +12.2% |
| 3Y | +29.9% | -50.3% | +80.2% | +31.7% |
| 5Y | +7.2% | -77.1% | +84.3% | +4.7% |
| All | +8.9% | -50.8% | +59.7% | +10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling