+336.6%
MDLZ vs VOO
+817.1%
-480.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | +1.3% | +2.0% | -0.7% | -0.4% |
| 6M | +6.2% | +13.0% | -6.8% | -2.3% |
| YTD | +15.8% | +13.6% | +2.2% | +6.0% |
| 1Y | +4.1% | +20.1% | -16.0% | -8.3% |
| 3Y | -4.1% | +77.6% | -81.7% | -36.8% |
| 5Y | +13.4% | +82.4% | -69.1% | -28.0% |
| 10Y | +75.7% | +316.8% | -241.1% | -41.8% |
| All | +336.6% | +817.1% | -480.5% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling