-3.7%
MDLZ vs VIAV
+290.6%
-294.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.2% | -10.6% | +0.9% |
| 7D | 0.0% | +11.3% | -11.3% | +0.4% |
| 30D | -1.6% | -1.0% | -0.6% | -1.6% |
| 3M | +0.9% | -20.5% | +21.4% | +0.9% |
| 6M | +7.3% | +39.0% | -31.7% | +7.2% |
| YTD | +16.4% | +117.5% | -101.0% | +16.2% |
| 1Y | +3.0% | +233.8% | -230.8% | +1.8% |
| 3Y | -3.7% | +295.4% | -299.1% | -4.6% |
| All | -3.7% | +290.6% | -294.3% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling