-43.0%
KHC vs VGT
+918.4%
-961.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -2.2% | +1.8% | -4.0% | -2.7% |
| 30D | -0.1% | -0.3% | +0.2% | -0.1% |
| 3M | +8.3% | +3.4% | +5.0% | +6.7% |
| 6M | +5.0% | +35.0% | -30.0% | -5.3% |
| YTD | +8.0% | +28.8% | -20.8% | -1.3% |
| 1Y | -1.1% | +38.0% | -39.1% | -12.0% |
| 3Y | -10.7% | +125.8% | -136.5% | -35.9% |
| 5Y | -13.5% | +134.7% | -148.3% | -40.8% |
| 10Y | -55.4% | +792.6% | -848.0% | -87.3% |
| All | -43.0% | +918.4% | -961.5% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling