+40.9%
VSH vs MNDY
-49.4%
+90.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.2% | +5.9% |
| 7D | +4.8% | -4.6% | +9.4% | +5.4% |
| 30D | -0.7% | +1.0% | -1.7% | -1.4% |
| 3M | -43.1% | +9.1% | -52.2% | -44.5% |
| 6M | +91.8% | +14.2% | +77.6% | +83.1% |
| YTD | +131.6% | -41.1% | +172.8% | +153.3% |
| 1Y | +118.1% | -54.7% | +172.8% | +152.5% |
| 3Y | +40.9% | -50.6% | +91.5% | +62.7% |
| All | +40.9% | -49.4% | +90.3% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling