-2.2%
KHC vs VMC
-13.8%
+11.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -2.5% | -3.7% | +1.2% | -2.1% |
| 30D | +0.5% | -12.8% | +13.3% | +2.1% |
| 3M | +3.0% | -7.9% | +11.0% | +4.4% |
| 6M | +6.6% | -7.5% | +14.1% | +7.5% |
| YTD | +5.8% | -11.6% | +17.4% | +8.2% |
| 1Y | -2.2% | -14.3% | +12.0% | +0.1% |
| All | -2.2% | -13.8% | +11.6% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling