+112.0%
VSH vs MNDY
-50.1%
+162.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.4% | +10.9% | +4.1% |
| 7D | +4.1% | -9.6% | +13.6% | +3.5% |
| 30D | -4.2% | -0.4% | -3.7% | -4.0% |
| 3M | -50.0% | +4.3% | -54.3% | -48.7% |
| 6M | +80.2% | +19.8% | +60.4% | +82.6% |
| YTD | +121.1% | -38.3% | +159.4% | +139.9% |
| 1Y | +112.0% | -50.1% | +162.1% | +139.0% |
| All | +112.0% | -50.1% | +162.1% | +139.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling