+22.2%
MDLZ vs VCIT
+3.2%
+18.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +11.2% | +1.9% | +9.3% | +9.7% |
| 3M | +6.1% | -1.4% | +7.6% | +7.3% |
| 6M | +8.6% | -2.1% | +10.7% | +10.2% |
| YTD | +25.8% | -1.6% | +27.5% | +27.3% |
| 1Y | +21.7% | -0.9% | +22.6% | +22.5% |
| 3Y | +5.8% | +20.0% | -14.2% | -6.6% |
| All | +22.2% | +3.2% | +18.9% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling