+987.9%
VRT vs MNDY
-47.4%
+1,035.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.4% | +10.8% | +6.0% |
| 7D | +9.1% | -9.6% | +18.7% | +11.9% |
| 30D | +0.9% | -0.4% | +1.3% | 0.0% |
| 3M | -13.4% | +4.3% | -17.7% | -16.7% |
| 6M | +11.7% | +19.8% | -8.1% | +0.6% |
| YTD | +73.2% | -38.3% | +111.5% | +88.0% |
| 1Y | +123.4% | -50.1% | +173.5% | +155.4% |
| 3Y | +606.2% | -48.4% | +654.6% | +671.2% |
| 5Y | +899.9% | -76.0% | +975.9% | +931.8% |
| All | +987.9% | -47.4% | +1,035.3% | +1,037.5% |
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 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