+85.8%
VTR vs MNDY
-49.8%
+135.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -0.6% |
| 7D | -0.3% | -4.6% | +4.3% | -0.1% |
| 30D | +1.1% | +1.0% | +0.1% | +1.0% |
| 3M | +7.9% | +9.1% | -1.2% | +7.3% |
| 6M | +6.2% | +14.2% | -8.1% | +5.2% |
| YTD | +17.7% | -41.1% | +58.9% | +19.8% |
| 1Y | +32.9% | -54.7% | +87.6% | +36.7% |
| 3Y | +129.7% | -50.6% | +180.2% | +130.1% |
| 5Y | +89.3% | -76.7% | +166.0% | +81.5% |
| All | +85.8% | -49.8% | +135.7% | +80.3% |
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