-13.7%
KHC vs VEU
+71.8%
-85.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -4.6% | -0.5% | -4.1% | -4.5% |
| 30D | +8.1% | -1.0% | +9.1% | +8.2% |
| 3M | 0.0% | -3.6% | +3.6% | +0.6% |
| 6M | +7.9% | -1.2% | +9.1% | +7.8% |
| YTD | +5.3% | +12.0% | -6.7% | +1.0% |
| 1Y | +5.1% | +13.9% | -8.8% | +0.2% |
| All | -13.7% | +71.8% | -85.5% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling