+106.1%
MDLZ vs VLO
+749.3%
-643.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.2% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | +7.9% | -16.6% | +24.5% | +9.9% |
| 3M | +8.9% | +12.3% | -3.4% | +7.2% |
| 6M | +10.5% | +47.8% | -37.4% | +5.3% |
| YTD | +27.1% | +126.7% | -99.6% | +14.9% |
| 1Y | +20.9% | +105.4% | -84.4% | +10.5% |
| 3Y | +5.5% | +222.0% | -216.4% | -10.2% |
| 5Y | +22.2% | +449.8% | -427.6% | -6.6% |
| 10Y | +106.1% | +754.3% | -648.2% | +25.5% |
| All | +106.1% | +749.3% | -643.2% | +25.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling