+6.2%
MDLZ vs VLTO
+57.1%
-50.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | +0.1% |
| 7D | -1.0% | +1.5% | -2.5% | -1.4% |
| 30D | +7.9% | +20.9% | -13.0% | +3.0% |
| 3M | +8.9% | +21.4% | -12.5% | +3.9% |
| 6M | +10.5% | +37.6% | -27.1% | +2.7% |
| YTD | +27.1% | +19.5% | +7.6% | +21.0% |
| 1Y | +20.9% | +22.0% | -1.1% | +14.5% |
| 3Y | +5.5% | +70.7% | -65.1% | -4.1% |
| All | +6.2% | +57.1% | -50.8% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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