+79.0%
MDLZ vs VLO
+902.9%
-823.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | +0.2% |
| 7D | 0.0% | +5.8% | -5.7% | -0.6% |
| 30D | -1.6% | +28.3% | -29.9% | -4.2% |
| 3M | +0.9% | +48.7% | -47.9% | -3.5% |
| 6M | +7.3% | +71.9% | -64.6% | +0.7% |
| YTD | +16.4% | +138.7% | -122.2% | +5.0% |
| 1Y | +3.0% | +148.5% | -145.5% | -7.7% |
| 3Y | -3.7% | +192.7% | -196.4% | -16.7% |
| 5Y | +15.6% | +601.6% | -586.0% | -14.6% |
| 10Y | +79.0% | +900.2% | -821.2% | +13.5% |
| All | +79.0% | +902.9% | -823.9% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VLO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling