+67.7%
VT vs MNDY
-55.2%
+122.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.0% |
| 7D | -0.7% | -19.8% | +19.1% | +1.2% |
| 30D | -1.7% | -8.4% | +6.7% | -1.2% |
| 3M | -2.3% | -11.2% | +8.9% | -1.9% |
| 6M | +1.5% | +0.9% | +0.6% | +0.1% |
| YTD | +12.0% | -47.4% | +59.4% | +17.2% |
| 1Y | +12.9% | -53.0% | +65.9% | +19.3% |
| 3Y | +74.9% | -44.6% | +119.5% | +76.2% |
| 5Y | +59.9% | -78.7% | +138.6% | +58.2% |
| All | +67.7% | -55.2% | +122.8% | +71.4% |
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