+24.4%
MDLZ vs VYM
+21.8%
+2.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +2.9% |
| 7D | +8.9% | +1.2% | +7.8% | +8.3% |
| 30D | +15.2% | +5.2% | +10.0% | +12.6% |
| 3M | +9.5% | +0.5% | +9.0% | +9.0% |
| 6M | +11.7% | +7.7% | +4.0% | +7.5% |
| YTD | +28.4% | +17.2% | +11.3% | +17.9% |
| 1Y | +24.4% | +21.7% | +2.8% | +10.0% |
| All | +24.4% | +21.8% | +2.6% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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