+516.3%
MDLZ vs VIAV
-55.9%
+572.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.6% | +7.1% | +1.9% |
| 7D | +2.3% | +7.9% | -5.6% | +1.7% |
| 30D | +7.9% | -20.3% | +28.3% | +9.1% |
| 3M | +7.3% | -28.5% | +35.8% | +8.8% |
| 6M | +11.7% | -42.7% | +54.4% | +14.2% |
| YTD | +28.7% | +72.4% | -43.6% | +19.2% |
| 1Y | +22.8% | +81.5% | -58.7% | +13.1% |
| 3Y | +6.6% | +293.8% | -287.3% | -9.5% |
| 5Y | +23.2% | +101.4% | -78.3% | +9.9% |
| 10Y | +108.7% | +293.8% | -185.1% | +74.6% |
| All | +516.3% | -55.9% | +572.2% | +360.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling