+65.8%
VT vs MNDY
-55.9%
+121.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +4.0% | -0.1% |
| 7D | -0.1% | -18.4% | +18.2% | +1.6% |
| 30D | -3.1% | -14.1% | +11.1% | -1.9% |
| 3M | -3.5% | -13.8% | +10.3% | -2.8% |
| 6M | +0.5% | +6.0% | -5.5% | -1.5% |
| YTD | +10.8% | -48.2% | +59.0% | +16.0% |
| 1Y | +11.9% | -54.0% | +65.9% | +18.6% |
| 3Y | +73.0% | -45.5% | +118.5% | +74.4% |
| 5Y | +58.6% | -78.2% | +136.8% | +57.1% |
| All | +65.8% | -55.9% | +121.7% | +69.7% |
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 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