+16.5%
MDLZ vs VCIT
+4.1%
+12.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.5% |
| 30D | -2.1% | -0.8% | -1.3% | -1.6% |
| 3M | +1.3% | -1.0% | +2.3% | +2.1% |
| 6M | +6.2% | -1.8% | +8.0% | +7.6% |
| YTD | +15.8% | -0.7% | +16.5% | +16.4% |
| 1Y | +4.1% | +1.0% | +3.1% | +3.4% |
| 3Y | -4.1% | +18.8% | -22.9% | -14.8% |
| All | +16.5% | +4.1% | +12.5% | +7.1% |
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