+137.4%
VRTX vs MNDY
-50.8%
+188.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.5% |
| 7D | -7.8% | -12.5% | +4.7% | -7.2% |
| 30D | -2.8% | -2.6% | -0.2% | -2.8% |
| 3M | +18.1% | +4.2% | +13.8% | +17.6% |
| 6M | +3.1% | +9.8% | -6.7% | +2.1% |
| YTD | +13.5% | -42.3% | +55.8% | +15.8% |
| 1Y | +32.4% | -54.5% | +87.0% | +36.3% |
| 3Y | +50.0% | -50.3% | +100.2% | +51.8% |
| 5Y | +172.9% | -77.1% | +250.0% | +166.6% |
| All | +137.4% | -50.8% | +188.2% | +144.3% |
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 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