-13.4%
KHC vs VGT
+134.3%
-147.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.2% |
| 7D | -4.8% | +1.5% | -6.3% | -4.8% |
| 30D | +0.3% | +0.5% | -0.2% | +0.3% |
| 3M | +6.7% | +5.3% | +1.5% | +6.7% |
| 6M | +4.2% | +32.4% | -28.3% | +3.2% |
| YTD | +6.7% | +28.6% | -21.9% | +5.8% |
| 1Y | -1.4% | +37.6% | -39.0% | -2.7% |
| 3Y | -11.8% | +125.5% | -137.2% | -16.8% |
| 5Y | -13.4% | +135.2% | -148.6% | -21.5% |
| All | -13.4% | +134.3% | -147.6% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling