+12.5%
KHC vs VGT
+18.8%
-6.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.5% | +3.8% |
| 7D | +6.6% | -6.5% | +13.1% | +4.6% |
| 30D | +16.5% | -10.6% | +27.0% | +13.3% |
| 3M | -3.0% | -3.7% | +0.7% | -3.9% |
| 6M | +17.4% | +10.4% | +7.0% | +19.3% |
| YTD | +10.3% | +23.1% | -12.7% | +13.6% |
| 1Y | +12.5% | +19.9% | -7.4% | +15.8% |
| All | +12.5% | +18.8% | -6.3% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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