+13.8%
VZ vs MNDY
-55.9%
+69.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +5.0% | +0.5% |
| 7D | +2.4% | -18.4% | +20.8% | +2.3% |
| 30D | +11.2% | -14.1% | +25.3% | +11.2% |
| 3M | 0.0% | -13.8% | +13.8% | 0.0% |
| 6M | +1.3% | +6.0% | -4.7% | +1.5% |
| YTD | +21.3% | -48.2% | +69.5% | +21.0% |
| 1Y | +23.9% | -54.0% | +78.0% | +23.7% |
| 3Y | +57.7% | -45.5% | +103.2% | +56.5% |
| 5Y | +21.2% | -78.2% | +99.4% | +18.0% |
| All | +13.8% | -55.9% | +69.7% | +14.1% |
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