-55.6%
KHC vs VEU
+155.6%
-211.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.8% |
| 7D | -4.8% | +0.3% | -5.1% | -5.0% |
| 30D | +0.3% | +0.7% | -0.4% | -0.1% |
| 3M | +6.7% | +4.7% | +2.0% | +3.6% |
| 6M | +4.2% | +11.6% | -7.5% | -2.9% |
| YTD | +6.7% | +16.8% | -10.1% | -3.4% |
| 1Y | -1.4% | +24.9% | -26.3% | -14.3% |
| 3Y | -11.8% | +75.7% | -87.5% | -38.3% |
| 5Y | -13.4% | +56.1% | -69.5% | -34.9% |
| All | -55.6% | +155.6% | -211.2% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling