-42.1%
KHC vs VCIT
+39.2%
-81.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +5.9% | +0.5% | +5.5% | +5.7% |
| 30D | +14.9% | +2.1% | +12.9% | +13.6% |
| 3M | 0.0% | -1.6% | +1.6% | +0.9% |
| 6M | +16.2% | -1.6% | +17.8% | +17.3% |
| YTD | +9.8% | -1.5% | +11.3% | +10.8% |
| 1Y | +12.1% | -0.4% | +12.4% | +12.4% |
| 3Y | -10.1% | +19.6% | -29.6% | -17.5% |
| 5Y | -13.9% | +3.3% | -17.1% | -14.8% |
| 10Y | -51.9% | +28.9% | -80.8% | -54.2% |
| All | -42.1% | +39.2% | -81.2% | -41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling