+92.2%
MDLZ vs VSAT
+2.6%
+89.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +16.3% | -15.7% | -0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.1% |
| 30D | +10.0% | +3.3% | +6.7% | +9.5% |
| 3M | +7.1% | -7.5% | +14.5% | +7.0% |
| 6M | +9.8% | +6.2% | +3.6% | +8.1% |
| YTD | +26.6% | +115.8% | -89.2% | +18.8% |
| 1Y | +20.3% | +107.7% | -87.4% | +12.9% |
| 3Y | +5.4% | +292.0% | -286.6% | -10.4% |
| 5Y | +22.2% | +35.3% | -13.1% | +13.2% |
| 10Y | +92.2% | -5.2% | +97.4% | +64.3% |
| All | +92.2% | +2.6% | +89.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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