+17.6%
MDLZ vs VICI
+7.9%
+9.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | 0.0% | -1.6% | +1.5% | +0.6% |
| 30D | +1.4% | -3.3% | +4.7% | +2.8% |
| 3M | 0.0% | -8.5% | +8.5% | +3.5% |
| 6M | +9.1% | -11.7% | +20.8% | +14.3% |
| YTD | +17.9% | -7.4% | +25.3% | +21.3% |
| 1Y | +3.2% | -19.0% | +22.2% | +11.3% |
| 3Y | -2.5% | -3.9% | +1.5% | -1.3% |
| 5Y | +17.6% | +10.6% | +6.9% | +14.0% |
| All | +17.6% | +7.9% | +9.6% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICI.
Daily Out/Under-Performance
Portfolio return minus VICI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICI 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 VICI 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