-56.0%
KHC vs VOO
+321.7%
-377.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -2.5% | -2.0% | -0.5% | -1.4% |
| 30D | +0.5% | -1.7% | +2.2% | +1.5% |
| 3M | +3.0% | +4.7% | -1.7% | +0.2% |
| 6M | +6.6% | +12.6% | -5.9% | -0.8% |
| YTD | +5.8% | +11.8% | -6.0% | -1.4% |
| 1Y | -2.2% | +17.5% | -19.8% | -11.7% |
| 3Y | -12.5% | +77.0% | -89.5% | -40.1% |
| 5Y | -13.6% | +82.6% | -96.2% | -43.4% |
| All | -56.0% | +321.7% | -377.7% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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