+81.8%
MDLZ vs VIAV
+401.3%
-319.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +0.5% |
| 7D | +1.7% | +11.2% | -9.6% | +0.7% |
| 30D | +1.1% | -2.6% | +3.7% | +1.0% |
| 3M | -1.8% | -20.1% | +18.3% | -0.9% |
| 6M | +12.3% | +25.8% | -13.5% | +6.2% |
| YTD | +18.0% | +109.9% | -91.8% | +3.2% |
| 1Y | +3.8% | +214.3% | -210.5% | -15.2% |
| 3Y | -2.4% | +281.6% | -284.0% | -24.8% |
| 5Y | +18.4% | +132.6% | -114.2% | -0.9% |
| All | +81.8% | +401.3% | -319.6% | +30.2% |
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