+16.1%
MDLZ vs VEA
+62.3%
-46.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | 0.0% | +1.9% | -1.8% | -0.6% |
| 30D | -1.6% | +0.8% | -2.3% | -1.8% |
| 3M | +0.9% | +5.7% | -4.8% | -1.4% |
| 6M | +7.3% | +13.3% | -6.0% | +1.7% |
| YTD | +16.4% | +18.4% | -1.9% | +8.3% |
| 1Y | +3.0% | +27.0% | -24.0% | -7.1% |
| 3Y | -3.7% | +79.3% | -83.0% | -26.2% |
| All | +16.1% | +62.3% | -46.2% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling