+7.1%
MDLZ vs VT
+69.4%
-62.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | -0.6% |
| 7D | +6.9% | -4.2% | +11.0% | +7.1% |
| 30D | +12.1% | -5.8% | +17.9% | +12.5% |
| 3M | +7.7% | -5.2% | +12.9% | +8.0% |
| 6M | +10.8% | +0.1% | +10.7% | +10.2% |
| YTD | +27.4% | +8.2% | +19.1% | +24.7% |
| 1Y | +23.5% | +10.1% | +13.4% | +20.6% |
| All | +7.1% | +69.4% | -62.3% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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