-51.2%
KHC vs VOO
+311.2%
-362.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | -3.3% | +3.3% | -6.6% | -5.1% |
| 30D | +9.1% | -2.7% | +11.8% | +10.5% |
| 3M | +1.4% | -1.7% | +3.1% | +2.1% |
| 6M | +8.4% | +3.1% | +5.2% | +5.9% |
| YTD | +6.2% | +11.9% | -5.8% | -1.4% |
| 1Y | +5.7% | +12.1% | -6.4% | -2.0% |
| 3Y | -12.0% | +78.6% | -90.6% | -40.2% |
| 5Y | -15.3% | +73.8% | -89.1% | -42.3% |
| All | -51.2% | +311.2% | -362.4% | -84.7% |
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