+953.6%
VRT vs MNDY
-78.9%
+1,032.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.1% | -6.5% | -8.7% |
| 7D | +2.4% | -14.1% | +16.5% | +6.7% |
| 30D | -2.7% | -8.5% | +5.8% | -1.3% |
| 3M | -9.2% | -2.5% | -6.6% | -11.5% |
| 6M | -0.5% | +0.1% | -0.6% | -6.5% |
| YTD | +62.3% | -45.0% | +107.4% | +83.2% |
| 1Y | +109.6% | -58.1% | +167.7% | +156.0% |
| 3Y | +573.1% | -52.6% | +625.7% | +649.6% |
| 5Y | +953.6% | -79.3% | +1,032.9% | +1,056.5% |
| All | +953.6% | -78.9% | +1,032.6% | +1,056.5% |
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 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