+409.5%
MDLZ price history and return analytics
+371.8%
+37.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | 0.0% | +1.0% | -1.0% | -0.5% |
| 30D | -1.6% | -0.2% | -1.3% | -1.5% |
| 3M | +0.9% | +4.5% | -3.7% | -2.0% |
| 6M | +7.3% | +14.1% | -6.7% | -0.9% |
| YTD | +16.4% | +14.8% | +1.7% | +7.0% |
| 1Y | +3.0% | +21.2% | -18.2% | -8.3% |
| 3Y | -3.7% | +76.6% | -80.3% | -31.9% |
| 5Y | +15.6% | +66.6% | -51.0% | -16.2% |
| 10Y | +79.0% | +222.3% | -143.3% | -11.6% |
| All | +409.5% | +371.8% | +37.7% | +91.7% |
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 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