+24.4%
MDLZ vs VXUS
+16.4%
+8.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +3.7% |
| 7D | +8.9% | +0.2% | +8.8% | +8.9% |
| 30D | +15.2% | -2.3% | +17.5% | +15.0% |
| 3M | +9.5% | -2.8% | +12.3% | +9.2% |
| 6M | +11.7% | +2.6% | +9.0% | +10.4% |
| YTD | +28.4% | +12.0% | +16.4% | +23.9% |
| 1Y | +24.4% | +16.5% | +7.9% | +17.5% |
| All | +24.4% | +16.4% | +8.0% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 1y: compounded portfolio wealth divided by compounded VXUS 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…
1y analysis · Full analysis span regression · 6 months rolling