+104.5%
MDLZ vs VEA
+161.1%
-56.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -0.4% | +1.8% | -2.2% | -1.3% |
| 30D | +8.2% | -0.9% | +9.1% | +8.6% |
| 3M | +8.0% | -5.0% | +13.0% | +10.6% |
| 6M | +9.7% | 0.0% | +9.7% | +8.6% |
| YTD | +26.9% | +12.2% | +14.7% | +16.9% |
| 1Y | +20.9% | +14.7% | +6.2% | +10.0% |
| 3Y | +5.3% | +73.2% | -67.9% | -26.5% |
| 5Y | +21.4% | +53.7% | -32.3% | -9.1% |
| All | +104.5% | +161.1% | -56.5% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling