-49.9%
KHC vs VIAV
+291.8%
-341.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +2.9% |
| 7D | +2.0% | +7.9% | -5.9% | +1.5% |
| 30D | +10.6% | -20.3% | +30.9% | +11.8% |
| 3M | +0.5% | -28.5% | +29.1% | +2.0% |
| 6M | +12.1% | -42.7% | +54.8% | +15.3% |
| YTD | +8.9% | +72.4% | -63.5% | -5.5% |
| 1Y | +7.5% | +81.5% | -74.0% | -7.7% |
| 3Y | -10.7% | +293.8% | -304.6% | -35.7% |
| 5Y | -13.2% | +101.4% | -114.6% | -29.2% |
| All | -49.9% | +291.8% | -341.7% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling