+51.2%
VSH vs MNDY
-51.7%
+102.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.1% | +7.1% | 0.0% |
| 7D | +6.2% | -13.3% | +19.5% | +8.0% |
| 30D | -11.1% | -10.2% | -1.0% | -10.3% |
| 3M | -44.9% | -0.1% | -44.8% | -45.5% |
| 6M | +90.0% | +6.3% | +83.6% | +84.6% |
| YTD | +118.8% | -43.3% | +162.1% | +131.5% |
| 1Y | +109.0% | -56.1% | +165.1% | +129.1% |
| 3Y | +35.6% | -51.1% | +86.8% | +44.3% |
| 5Y | +66.7% | -78.5% | +145.2% | +67.4% |
| All | +51.2% | -51.7% | +102.8% | +58.3% |
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 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