-15.3%
KHC vs VOO
+74.6%
-89.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -3.3% | +3.3% | -6.6% | -4.0% |
| 30D | +9.1% | -2.7% | +11.8% | +9.7% |
| 3M | +1.4% | -1.7% | +3.1% | +1.7% |
| 6M | +8.4% | +3.1% | +5.2% | +7.4% |
| YTD | +6.2% | +11.9% | -5.8% | +3.1% |
| 1Y | +5.7% | +12.1% | -6.4% | +2.5% |
| 3Y | -12.0% | +78.6% | -90.6% | -25.4% |
| 5Y | -15.3% | +73.8% | -89.1% | -28.4% |
| All | -15.3% | +74.6% | -89.9% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling