-42.5%
KHC vs VEU
+133.7%
-176.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | +2.0% | +2.1% | -0.1% | +0.9% |
| 30D | +10.6% | -0.9% | +11.5% | +11.0% |
| 3M | +0.5% | -5.4% | +5.9% | +3.2% |
| 6M | +12.1% | -1.8% | +13.8% | +12.1% |
| YTD | +8.9% | +10.9% | -2.0% | +0.9% |
| 1Y | +7.5% | +13.6% | -6.1% | -1.8% |
| 3Y | -10.7% | +69.3% | -80.0% | -36.8% |
| 5Y | -13.2% | +48.1% | -61.3% | -33.5% |
| 10Y | -50.6% | +148.0% | -198.6% | -75.0% |
| All | -42.5% | +133.7% | -176.2% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling