+81.7%
MDLZ vs VTR
+99.2%
-17.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +0.4% | +1.1% | -0.7% | +0.2% |
| 3M | -0.6% | +7.9% | -8.5% | -2.3% |
| 6M | +14.7% | +6.2% | +8.6% | +13.1% |
| YTD | +18.0% | +17.7% | +0.3% | +13.8% |
| 1Y | +4.1% | +32.9% | -28.8% | -2.1% |
| 3Y | -4.6% | +129.7% | -134.3% | -20.1% |
| 5Y | +18.4% | +89.3% | -71.0% | +1.7% |
| All | +81.7% | +99.2% | -17.5% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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