-14.3%
KHC vs VNQ
+29.8%
-44.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | -2.5% | -2.6% | +0.1% | -1.2% |
| 30D | +0.5% | -2.3% | +2.9% | +1.8% |
| 3M | +3.0% | -2.8% | +5.8% | +4.7% |
| 6M | +6.6% | +2.5% | +4.1% | +5.6% |
| YTD | +5.8% | +8.4% | -2.7% | +1.7% |
| 1Y | -2.2% | +6.8% | -9.0% | -5.3% |
| All | -14.3% | +29.8% | -44.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling