+369.1%
MDLZ vs VXUS
+156.4%
+212.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | +1.7% | -1.8% | +3.4% | +2.6% |
| 30D | +11.2% | -4.6% | +15.7% | +13.8% |
| 3M | +6.1% | -6.1% | +12.2% | +9.4% |
| 6M | +8.6% | -4.9% | +13.4% | +10.4% |
| YTD | +25.8% | +8.1% | +17.8% | +18.6% |
| 1Y | +21.7% | +12.1% | +9.6% | +12.3% |
| 3Y | +5.8% | +63.9% | -58.1% | -22.6% |
| 5Y | +21.4% | +43.1% | -21.7% | -4.6% |
| 10Y | +97.2% | +139.2% | -42.0% | +11.2% |
| All | +369.1% | +156.4% | +212.8% | +152.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling