+82.2%
VTI vs MNDY
-50.8%
+133.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.2% |
| 7D | -2.0% | -12.5% | +10.5% | -0.6% |
| 30D | -1.9% | -2.6% | +0.7% | -1.9% |
| 3M | +4.5% | +4.2% | +0.3% | +3.4% |
| 6M | +12.6% | +9.8% | +2.8% | +9.9% |
| YTD | +12.0% | -42.3% | +54.3% | +17.3% |
| 1Y | +17.3% | -54.5% | +71.9% | +26.0% |
| 3Y | +75.3% | -50.3% | +125.6% | +80.1% |
| 5Y | +74.0% | -77.1% | +151.1% | +71.8% |
| All | +82.2% | -50.8% | +133.0% | +85.5% |
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