+6.9%
VRSK vs MNDY
-49.8%
+56.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | 0.0% |
| 7D | -5.2% | -4.6% | -0.5% | -4.7% |
| 30D | -2.3% | +1.0% | -3.4% | -2.5% |
| 3M | -2.9% | +9.1% | -12.0% | -3.9% |
| 6M | -12.8% | +14.2% | -27.0% | -14.3% |
| YTD | -20.8% | -41.1% | +20.3% | -18.3% |
| 1Y | -33.2% | -54.7% | +21.5% | -29.9% |
| 3Y | -26.6% | -50.6% | +24.0% | -26.2% |
| 5Y | -11.3% | -76.7% | +65.3% | -13.9% |
| All | +6.9% | -49.8% | +56.7% | +11.6% |
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 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