-10.3%
KHC vs VCIT
+4.1%
-14.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.8% | -0.3% | -1.4% | -1.6% |
| 30D | -1.9% | -0.8% | -1.1% | -1.5% |
| 3M | +14.4% | -1.0% | +15.4% | +15.0% |
| 6M | +8.7% | -1.8% | +10.6% | +9.8% |
| YTD | +7.8% | -0.7% | +8.5% | +8.2% |
| 1Y | -1.5% | +1.0% | -2.5% | -2.0% |
| 3Y | -9.9% | +18.8% | -28.7% | -15.8% |
| All | -10.3% | +4.1% | -14.4% | -13.0% |
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