+17.6%
MDLZ vs VIAV
+136.9%
-119.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.3% |
| 7D | 0.0% | +13.6% | -13.6% | -0.1% |
| 30D | +1.4% | +5.3% | -3.9% | +1.4% |
| 3M | 0.0% | -15.6% | +15.6% | +0.2% |
| 6M | +9.1% | +34.0% | -24.9% | +7.2% |
| YTD | +17.9% | +119.9% | -101.9% | +13.2% |
| 1Y | +3.2% | +235.2% | -231.9% | -3.6% |
| 3Y | -2.5% | +299.8% | -302.3% | -11.3% |
| 5Y | +17.6% | +140.1% | -122.5% | +10.9% |
| All | +17.6% | +136.9% | -119.3% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling