-15.8%
KHC vs VCIT
+3.2%
-19.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -2.0% | +0.7% | -2.8% | -2.5% |
| 30D | +9.7% | +1.8% | +7.9% | +8.6% |
| 3M | -2.0% | -1.6% | -0.5% | -1.2% |
| 6M | +5.4% | -2.1% | +7.5% | +6.6% |
| YTD | +5.9% | -1.6% | +7.5% | +6.8% |
| 1Y | +7.5% | -0.8% | +8.3% | +8.0% |
| 3Y | -12.4% | +19.9% | -32.4% | -18.1% |
| 5Y | -15.8% | +3.3% | -19.2% | -20.8% |
| All | -15.8% | +3.2% | -19.1% | -20.8% |
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