-14.8%
KHC vs VCIT
+3.2%
-18.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +12.0% | +1.9% | +10.0% | +10.8% |
| 3M | +0.2% | -1.4% | +1.6% | +1.0% |
| 6M | +10.3% | -2.1% | +12.5% | +11.6% |
| YTD | +6.7% | -1.6% | +8.4% | +7.7% |
| 1Y | +10.9% | -0.9% | +11.8% | +11.4% |
| 3Y | -12.6% | +20.0% | -32.6% | -18.3% |
| All | -14.8% | +3.2% | -18.1% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling