+81.8%
MDLZ vs VTV
+232.1%
-150.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.6% |
| 7D | +1.7% | -2.1% | +3.7% | +3.1% |
| 30D | +1.1% | -1.3% | +2.4% | +2.1% |
| 3M | -1.8% | +5.6% | -7.5% | -5.7% |
| 6M | +12.3% | +12.4% | -0.1% | +3.1% |
| YTD | +18.0% | +17.6% | +0.4% | +4.8% |
| 1Y | +3.8% | +23.5% | -19.7% | -11.0% |
| 3Y | -2.4% | +67.0% | -69.4% | -33.7% |
| 5Y | +18.4% | +80.5% | -62.1% | -24.6% |
| All | +81.8% | +232.1% | -150.3% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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