+97.8%
VUG vs MNDY
-49.8%
+147.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.6% |
| 7D | -0.5% | -4.6% | +4.2% | +0.2% |
| 30D | -1.0% | +1.0% | -2.0% | -1.5% |
| 3M | +3.5% | +9.1% | -5.6% | +1.2% |
| 6M | +14.2% | +14.2% | 0.0% | +9.7% |
| YTD | +8.5% | -41.1% | +49.6% | +15.4% |
| 1Y | +12.9% | -54.7% | +67.6% | +24.8% |
| 3Y | +85.6% | -50.6% | +136.2% | +92.6% |
| 5Y | +78.1% | -76.7% | +154.8% | +76.6% |
| All | +97.8% | -49.8% | +147.6% | +99.3% |
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