+654.4%
VRT vs MNDY
-78.9%
+733.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.9% | -4.0% |
| 7D | +10.5% | -11.3% | +21.8% | +13.8% |
| 30D | -9.3% | -10.8% | +1.5% | -7.8% |
| 3M | -29.6% | -17.3% | -12.3% | -28.3% |
| 6M | -45.4% | +15.2% | -60.6% | -51.9% |
| YTD | +24.8% | -47.1% | +72.0% | +39.2% |
| 1Y | +23.6% | -51.4% | +75.1% | +42.1% |
| 3Y | +379.7% | -49.6% | +429.3% | +406.7% |
| All | +654.4% | -78.9% | +733.3% | +745.3% |
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