+104.5%
MDLZ vs VGT
+730.3%
-625.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | -0.1% |
| 7D | -0.4% | +5.6% | -6.0% | -1.8% |
| 30D | +8.2% | -10.6% | +18.8% | +11.0% |
| 3M | +8.0% | -6.9% | +14.9% | +9.4% |
| 6M | +9.7% | +0.9% | +8.8% | +7.8% |
| YTD | +26.9% | +20.4% | +6.4% | +17.5% |
| 1Y | +20.9% | +17.4% | +3.5% | +12.7% |
| 3Y | +5.3% | +106.3% | -101.0% | -23.0% |
| 5Y | +21.4% | +107.9% | -86.5% | -13.6% |
| All | +104.5% | +730.3% | -625.7% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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