+22.0%
VZ vs MNDY
-51.7%
+73.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.1% | +8.7% | +0.5% |
| 7D | +0.2% | -13.3% | +13.5% | +0.2% |
| 30D | +7.1% | -10.2% | +17.3% | +7.1% |
| 3M | +12.8% | -0.1% | +12.9% | +12.8% |
| 6M | +1.8% | +6.3% | -4.5% | +1.9% |
| YTD | +30.0% | -43.3% | +73.3% | +29.7% |
| 1Y | +24.3% | -56.1% | +80.4% | +23.9% |
| 3Y | +84.3% | -51.1% | +135.4% | +83.0% |
| 5Y | +25.9% | -78.5% | +104.4% | +22.4% |
| All | +22.0% | -51.7% | +73.6% | +22.3% |
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 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