+21.7%
MDLZ vs VCIT
-0.9%
+22.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.5% |
| 30D | +11.2% | +1.9% | +9.3% | +9.4% |
| 3M | +6.1% | -1.4% | +7.6% | +6.9% |
| 6M | +8.6% | -2.1% | +10.7% | +10.1% |
| YTD | +25.8% | -1.6% | +27.5% | +28.0% |
| 1Y | +21.7% | -0.9% | +22.6% | +21.4% |
| All | +21.7% | -0.9% | +22.5% | +21.4% |
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