+6.6%
MDLZ vs VSH
+31.2%
-24.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.3% |
| 7D | +2.3% | +14.3% | -12.0% | +2.9% |
| 30D | +7.9% | -7.9% | +15.8% | +7.8% |
| 3M | +7.3% | -19.9% | +27.1% | +6.8% |
| 6M | +11.7% | -30.5% | +42.2% | +10.0% |
| YTD | +28.7% | +85.7% | -56.9% | +24.5% |
| 1Y | +22.8% | +98.9% | -76.2% | +18.5% |
| 3Y | +6.6% | +32.1% | -25.5% | +1.3% |
| All | +6.6% | +31.2% | -24.6% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling