-49.9%
KHC vs VEA
+161.1%
-211.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.0% | +2.3% | -0.2% | +0.8% |
| 30D | +10.6% | +0.2% | +10.4% | +10.3% |
| 3M | +0.5% | -5.3% | +5.9% | +3.2% |
| 6M | +12.1% | -0.9% | +13.0% | +11.6% |
| YTD | +8.9% | +12.2% | -3.3% | +0.4% |
| 1Y | +7.5% | +16.1% | -8.6% | -3.0% |
| 3Y | -10.7% | +73.0% | -83.7% | -37.5% |
| 5Y | -13.2% | +53.7% | -66.9% | -34.6% |
| All | -49.9% | +161.1% | -211.0% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling