-14.8%
KHC vs VO
+32.6%
-47.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | +1.1% | -2.6% | +3.7% | +1.8% |
| 30D | +12.0% | -0.9% | +12.9% | +12.2% |
| 3M | +0.2% | -3.0% | +3.2% | +0.9% |
| 6M | +10.3% | +2.2% | +8.1% | +9.6% |
| YTD | +6.7% | +10.6% | -3.8% | +3.6% |
| 1Y | +10.9% | +12.5% | -1.7% | +7.0% |
| 3Y | -12.6% | +61.4% | -74.0% | -23.4% |
| All | -14.8% | +32.6% | -47.5% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling