+12.5%
KHC vs VG
+47.2%
-34.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.7% | +11.4% | +3.4% |
| 7D | +6.6% | -16.4% | +23.0% | +5.9% |
| 30D | +16.5% | -10.8% | +27.3% | +16.0% |
| 3M | -3.0% | -6.3% | +3.3% | -3.1% |
| 6M | +17.4% | -12.5% | +29.9% | +17.2% |
| YTD | +10.3% | +76.9% | -66.6% | +11.2% |
| 1Y | +12.5% | +51.8% | -39.3% | +14.0% |
| All | +12.5% | +47.2% | -34.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling