-14.1%
KHC vs VICR
-1.1%
-13.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +2.5% |
| 7D | +2.0% | +8.3% | -6.3% | +2.3% |
| 30D | +10.6% | -35.2% | +45.8% | +9.5% |
| 3M | +0.5% | -29.8% | +30.3% | -0.1% |
| 6M | +12.1% | -48.6% | +60.6% | +11.0% |
| YTD | +8.9% | +45.1% | -36.2% | +9.1% |
| 1Y | +7.5% | +79.6% | -72.1% | +7.8% |
| 3Y | -10.7% | +335.4% | -346.1% | -9.9% |
| All | -14.1% | -1.1% | -13.0% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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