-13.4%
KHC vs VEA
+60.9%
-74.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -4.8% | +0.3% | -5.1% | -4.9% |
| 30D | +0.3% | +0.4% | -0.1% | +0.2% |
| 3M | +6.7% | +4.8% | +1.9% | +5.3% |
| 6M | +4.2% | +11.3% | -7.1% | +0.9% |
| YTD | +6.7% | +17.4% | -10.6% | +1.7% |
| 1Y | -1.4% | +26.2% | -27.6% | -8.2% |
| 3Y | -11.8% | +77.7% | -89.5% | -25.6% |
| 5Y | -13.4% | +60.9% | -74.3% | -25.2% |
| All | -13.4% | +60.9% | -74.2% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling