+15.6%
MDLZ vs VCLT
-15.1%
+30.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | -1.6% | -0.6% | -1.0% | -1.4% |
| 3M | +0.9% | -2.2% | +3.1% | +1.7% |
| 6M | +7.3% | -2.9% | +10.2% | +8.4% |
| YTD | +16.4% | -2.1% | +18.5% | +17.3% |
| 1Y | +3.0% | -2.6% | +5.5% | +3.9% |
| 3Y | -3.7% | +12.5% | -16.2% | -8.0% |
| 5Y | +15.6% | -15.3% | +30.9% | +13.6% |
| All | +15.6% | -15.1% | +30.7% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VCLT 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling