+15.6%
MDLZ vs VGT
+133.4%
-117.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | 0.0% | +1.8% | -1.8% | -0.1% |
| 30D | -1.6% | -0.3% | -1.2% | -1.6% |
| 3M | +0.9% | +3.4% | -2.5% | +0.6% |
| 6M | +7.3% | +35.0% | -27.6% | +3.6% |
| YTD | +16.4% | +28.8% | -12.3% | +12.9% |
| 1Y | +3.0% | +38.0% | -35.0% | -1.3% |
| 3Y | -3.7% | +125.8% | -129.5% | -18.4% |
| 5Y | +15.6% | +134.7% | -119.1% | -8.3% |
| All | +15.6% | +133.4% | -117.8% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling