+30.0%
VTRS vs MNDY
-49.8%
+79.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | -2.2% | -4.6% | +2.5% | -2.0% |
| 30D | +3.3% | +1.0% | +2.3% | +3.1% |
| 3M | +2.0% | +9.1% | -7.1% | +1.2% |
| 6M | +19.9% | +14.2% | +5.7% | +18.4% |
| YTD | +35.7% | -41.1% | +76.9% | +38.9% |
| 1Y | +68.1% | -54.7% | +122.8% | +74.6% |
| 3Y | +87.1% | -50.6% | +137.6% | +88.7% |
| 5Y | +47.6% | -76.7% | +124.3% | +42.6% |
| All | +30.0% | -49.8% | +79.9% | +28.4% |
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