+107.6%
MDLZ vs VIAV
+291.8%
-184.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.6% | +7.1% | +1.8% |
| 7D | +2.3% | +7.9% | -5.6% | +1.7% |
| 30D | +7.9% | -20.3% | +28.3% | +9.2% |
| 3M | +7.3% | -28.5% | +35.8% | +8.9% |
| 6M | +11.7% | -42.7% | +54.4% | +14.8% |
| YTD | +28.7% | +72.4% | -43.6% | +13.3% |
| 1Y | +22.8% | +81.5% | -58.7% | +7.1% |
| 3Y | +6.6% | +293.8% | -287.3% | -21.0% |
| 5Y | +23.2% | +101.4% | -78.3% | +2.7% |
| All | +107.6% | +291.8% | -184.3% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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