+416.7%
MDLZ vs VGT
+2,283.9%
-1,867.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | -2.1% | +1.3% | -3.4% | -2.7% |
| 3M | +1.3% | -1.1% | +2.5% | +0.7% |
| 6M | +6.2% | +32.6% | -26.4% | -6.3% |
| YTD | +15.8% | +29.0% | -13.2% | +2.9% |
| 1Y | +4.1% | +39.7% | -35.6% | -10.8% |
| 3Y | -4.1% | +120.9% | -125.0% | -35.2% |
| 5Y | +13.4% | +133.6% | -120.2% | -27.6% |
| 10Y | +75.7% | +792.6% | -716.8% | -43.7% |
| All | +416.7% | +2,283.9% | -1,867.2% | +0.3% |
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