-16.2%
KHC vs VIG
+65.3%
-81.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -4.6% | -0.3% | -4.3% | -4.5% |
| 30D | +8.1% | +4.9% | +3.2% | +5.6% |
| 3M | 0.0% | +2.9% | -2.9% | -1.4% |
| 6M | +7.9% | +11.2% | -3.3% | +2.4% |
| YTD | +5.3% | +16.0% | -10.7% | -2.3% |
| 1Y | +5.1% | +17.0% | -11.8% | -2.9% |
| 3Y | -12.8% | +66.9% | -79.6% | -32.4% |
| 5Y | -16.2% | +65.8% | -82.0% | -35.0% |
| All | -16.2% | +65.3% | -81.5% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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