+62.3%
VT vs MNDY
-49.2%
+111.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.8% |
| 7D | -2.3% | -8.0% | +5.7% | -1.6% |
| 30D | -5.0% | +5.3% | -10.2% | -5.6% |
| 3M | -4.9% | +0.4% | -5.3% | -5.5% |
| 6M | -1.5% | +18.9% | -20.4% | -4.4% |
| YTD | +8.5% | -40.4% | +48.9% | +12.2% |
| 1Y | +11.4% | -51.4% | +62.8% | +17.5% |
| 3Y | +70.1% | -32.3% | +102.4% | +68.0% |
| 5Y | +53.7% | -74.9% | +128.7% | +50.7% |
| All | +62.3% | -49.2% | +111.6% | +64.2% |
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