-13.4%
KHC vs VEEV
-15.0%
+1.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -1.1% |
| 7D | -4.8% | -7.1% | +2.3% | -4.6% |
| 30D | +0.3% | +11.1% | -10.8% | 0.0% |
| 3M | +6.7% | +55.5% | -48.8% | +5.8% |
| 6M | +4.2% | +33.4% | -29.2% | +3.4% |
| YTD | +6.7% | +16.8% | -10.1% | +6.1% |
| 1Y | -1.4% | -7.7% | +6.3% | -1.6% |
| 3Y | -11.8% | +18.4% | -30.1% | -12.2% |
| 5Y | -13.4% | -14.8% | +1.5% | -15.9% |
| All | -13.4% | -15.0% | +1.7% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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