+86.8%
VTR vs MNDY
-50.8%
+137.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | +1.0% |
| 7D | -1.8% | -12.5% | +10.7% | -1.3% |
| 30D | +4.0% | -2.6% | +6.6% | +4.0% |
| 3M | +7.8% | +4.2% | +3.6% | +7.5% |
| 6M | +6.4% | +9.8% | -3.4% | +5.5% |
| YTD | +18.3% | -42.3% | +60.6% | +20.5% |
| 1Y | +33.9% | -54.5% | +88.5% | +37.7% |
| 3Y | +134.3% | -50.3% | +184.6% | +134.5% |
| 5Y | +90.3% | -77.1% | +167.4% | +82.5% |
| All | +86.8% | -50.8% | +137.6% | +81.4% |
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