+81.7%
MDLZ price history and return analytics
+229.8%
-148.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | +1.9% | -1.1% | +3.0% | +2.5% |
| 30D | +0.4% | -1.0% | +1.4% | +0.9% |
| 3M | -0.6% | +3.2% | -3.8% | -2.8% |
| 6M | +14.7% | +12.5% | +2.2% | +6.2% |
| YTD | +18.0% | +14.1% | +3.9% | +8.1% |
| 1Y | +4.1% | +18.9% | -14.8% | -7.2% |
| 3Y | -4.6% | +74.1% | -78.7% | -34.9% |
| 5Y | +18.4% | +66.9% | -48.5% | -17.7% |
| All | +81.7% | +229.8% | -148.1% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling