+72.6%
VT vs MNDY
-47.4%
+120.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.6% |
| 7D | +0.4% | -9.6% | +10.0% | +1.4% |
| 30D | +1.0% | -0.4% | +1.4% | +0.8% |
| 3M | +2.4% | +4.3% | -1.9% | +1.5% |
| 6M | +12.0% | +19.8% | -7.8% | +8.8% |
| YTD | +15.3% | -38.3% | +53.6% | +19.4% |
| 1Y | +22.6% | -50.1% | +72.7% | +29.2% |
| 3Y | +74.7% | -48.4% | +123.1% | +78.0% |
| 5Y | +66.1% | -76.0% | +142.2% | +62.8% |
| All | +72.6% | -47.4% | +120.0% | +74.6% |
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