+683.8%
VRT vs MNDY
-55.0%
+738.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.9% | -3.9% |
| 7D | +10.5% | -11.3% | +21.8% | +13.4% |
| 30D | -9.3% | -10.8% | +1.5% | -8.0% |
| 3M | -29.6% | -17.3% | -12.3% | -28.4% |
| 6M | -45.4% | +15.2% | -60.6% | -51.0% |
| YTD | +24.8% | -47.1% | +72.0% | +37.4% |
| 1Y | +23.6% | -51.4% | +75.1% | +39.7% |
| 3Y | +379.7% | -49.6% | +429.3% | +412.5% |
| 5Y | +660.3% | -78.6% | +738.9% | +694.8% |
| All | +683.8% | -55.0% | +738.8% | +731.1% |
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 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