+474.5%
MDLZ vs VGT
+2,088.1%
-1,613.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +2.3% | +2.5% | -0.2% | +1.4% |
| 30D | +7.9% | -9.5% | +17.4% | +11.4% |
| 3M | +7.3% | -9.5% | +16.7% | +10.4% |
| 6M | +11.7% | -1.8% | +13.5% | +10.2% |
| YTD | +28.7% | +18.4% | +10.3% | +17.3% |
| 1Y | +22.8% | +18.7% | +4.0% | +11.6% |
| 3Y | +6.6% | +103.8% | -97.2% | -26.2% |
| 5Y | +23.2% | +104.4% | -81.2% | -17.3% |
| 10Y | +108.7% | +716.9% | -608.2% | -31.5% |
| All | +474.5% | +2,088.1% | -1,613.6% | +14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling