+896.9%
VRT vs MNDY
-49.8%
+946.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +3.1% |
| 7D | -8.4% | -4.6% | -3.7% | -7.4% |
| 30D | -10.9% | +1.0% | -11.9% | -12.1% |
| 3M | -13.7% | +9.1% | -22.8% | -18.3% |
| 6M | -4.1% | +14.2% | -18.4% | -12.8% |
| YTD | +58.7% | -41.1% | +99.9% | +74.0% |
| 1Y | +89.6% | -54.7% | +144.4% | +123.1% |
| 3Y | +558.1% | -50.6% | +608.7% | +625.1% |
| 5Y | +953.0% | -76.7% | +1,029.6% | +997.4% |
| All | +896.9% | -49.8% | +946.7% | +953.1% |
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