-56.0%
KHC vs VEU
+152.3%
-208.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.2% |
| 7D | -2.5% | -1.9% | -0.6% | -1.5% |
| 30D | +0.5% | -0.7% | +1.3% | +0.9% |
| 3M | +3.0% | +4.9% | -1.8% | -0.1% |
| 6M | +6.6% | +9.8% | -3.2% | +0.2% |
| YTD | +5.8% | +15.3% | -9.5% | -3.6% |
| 1Y | -2.2% | +23.0% | -25.2% | -14.3% |
| 3Y | -12.5% | +73.5% | -86.0% | -38.4% |
| 5Y | -13.6% | +54.5% | -68.1% | -34.7% |
| All | -56.0% | +152.3% | -208.3% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling