+17.3%
MDLZ vs VNQ
+7.0%
+10.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.4% |
| 7D | +1.9% | -1.3% | +3.2% | +2.5% |
| 30D | +0.4% | -2.6% | +3.0% | +1.6% |
| 3M | -0.6% | -2.0% | +1.4% | +0.4% |
| 6M | +14.7% | +4.3% | +10.4% | +12.7% |
| YTD | +18.0% | +9.2% | +8.7% | +13.5% |
| 1Y | +4.1% | +5.6% | -1.5% | +1.7% |
| 3Y | -4.6% | +30.8% | -35.4% | -15.5% |
| All | +17.3% | +7.0% | +10.3% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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