+463.3%
MDLZ price history and return analytics
+356.5%
+106.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +2.3% | +2.4% | -0.1% | +1.0% |
| 30D | +7.9% | -1.5% | +9.4% | +8.6% |
| 3M | +7.3% | -4.1% | +11.4% | +9.4% |
| 6M | +11.7% | +0.6% | +11.1% | +10.5% |
| YTD | +28.7% | +11.0% | +17.7% | +20.2% |
| 1Y | +22.8% | +13.3% | +9.4% | +13.3% |
| 3Y | +6.6% | +73.4% | -66.8% | -24.0% |
| 5Y | +23.2% | +57.4% | -34.3% | -8.1% |
| 10Y | +108.7% | +221.7% | -113.0% | +2.8% |
| All | +463.3% | +356.5% | +106.8% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling