+22.5%
MDLZ vs VCIT
-1.0%
+23.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.8% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +10.1% | +1.1% | +9.0% | +9.1% |
| 3M | +9.1% | -1.4% | +10.5% | +9.9% |
| 6M | +10.0% | -2.3% | +12.3% | +11.9% |
| YTD | +26.8% | -1.8% | +28.6% | +29.4% |
| 1Y | +22.5% | -1.0% | +23.5% | +22.3% |
| All | +22.5% | -1.0% | +23.5% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling