+818.4%
VOO vs MDLZ
+345.3%
+473.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.0% |
| 7D | -0.4% | 0.0% | -0.3% | -0.4% |
| 30D | -1.4% | +1.4% | -2.8% | -2.1% |
| 3M | +3.7% | 0.0% | +3.7% | +3.0% |
| 6M | +13.0% | +9.1% | +3.9% | +7.6% |
| YTD | +12.4% | +17.9% | -5.5% | +2.7% |
| 1Y | +18.6% | +3.2% | +15.4% | +14.9% |
| 3Y | +78.1% | -2.5% | +80.5% | +72.9% |
| 5Y | +82.3% | +17.6% | +64.7% | +59.0% |
| 10Y | +322.5% | +87.9% | +234.6% | +191.1% |
| All | +818.4% | +345.3% | +473.1% | +258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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