-12.5%
KHC vs VEA
+77.6%
-90.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -2.2% | +1.9% | -4.1% | -2.6% |
| 30D | -0.1% | +0.8% | -0.9% | -0.3% |
| 3M | +8.3% | +5.7% | +2.7% | +6.8% |
| 6M | +5.0% | +13.3% | -8.3% | +1.0% |
| YTD | +8.0% | +18.4% | -10.4% | +2.1% |
| 1Y | -1.1% | +27.0% | -28.0% | -9.0% |
| All | -12.5% | +77.6% | -90.1% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling