-55.6%
KHC vs VRSN
+299.1%
-354.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.5% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | +1.9% | +3.8% | -1.9% | +0.9% |
| 3M | +3.2% | +5.0% | -1.8% | +1.8% |
| 6M | +10.0% | +24.9% | -14.9% | +3.6% |
| YTD | +6.7% | +21.6% | -14.9% | +0.9% |
| 1Y | -0.9% | +2.4% | -3.3% | -2.3% |
| 3Y | -13.6% | +47.3% | -60.9% | -23.4% |
| 5Y | -12.8% | +34.7% | -47.6% | -22.4% |
| All | -55.6% | +299.1% | -354.7% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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