+81.7%
MDLZ vs VEEV
+556.2%
-474.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | +1.9% | -4.6% | +6.5% | +2.4% |
| 30D | +0.4% | +8.6% | -8.2% | -0.8% |
| 3M | -0.6% | +62.4% | -63.1% | -6.4% |
| 6M | +14.7% | +40.3% | -25.5% | +9.5% |
| YTD | +18.0% | +17.5% | +0.4% | +14.8% |
| 1Y | +4.1% | -6.1% | +10.2% | +4.2% |
| 3Y | -4.6% | +16.7% | -21.3% | -8.8% |
| 5Y | +18.4% | -13.3% | +31.7% | +16.1% |
| All | +81.7% | +556.2% | -474.5% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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