+79.0%
MDLZ vs VXUS
+145.9%
-66.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.8% |
| 7D | 0.0% | +1.6% | -1.5% | -0.8% |
| 30D | -1.6% | +1.0% | -2.6% | -2.1% |
| 3M | +0.9% | +5.7% | -4.8% | -2.6% |
| 6M | +7.3% | +13.6% | -6.2% | -1.0% |
| YTD | +16.4% | +17.4% | -1.0% | +5.2% |
| 1Y | +3.0% | +25.1% | -22.1% | -10.5% |
| 3Y | -3.7% | +75.8% | -79.6% | -32.9% |
| 5Y | +15.6% | +55.4% | -39.8% | -13.3% |
| 10Y | +79.0% | +146.4% | -67.4% | -13.3% |
| All | +79.0% | +145.9% | -66.9% | -13.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling