-51.2%
KHC vs VO
+197.6%
-248.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.3% |
| 7D | -3.3% | +2.9% | -6.3% | -4.8% |
| 30D | +9.1% | +1.0% | +8.1% | +8.5% |
| 3M | +1.4% | -1.7% | +3.1% | +2.2% |
| 6M | +8.4% | +6.7% | +1.7% | +4.4% |
| YTD | +6.2% | +14.0% | -7.8% | -1.6% |
| 1Y | +5.7% | +13.7% | -8.0% | -2.0% |
| 3Y | -12.0% | +65.8% | -77.9% | -34.8% |
| 5Y | -15.3% | +36.6% | -52.0% | -30.4% |
| All | -51.2% | +197.6% | -248.8% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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