-52.3%
KHC vs VRSN
+296.1%
-348.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.1% |
| 7D | -4.6% | -1.2% | -3.4% | -4.3% |
| 30D | +8.1% | +3.8% | +4.3% | +7.1% |
| 3M | 0.0% | +9.5% | -9.5% | -2.3% |
| 6M | +7.9% | +10.3% | -2.3% | +4.9% |
| YTD | +5.3% | +30.5% | -25.2% | -2.2% |
| 1Y | +5.1% | +27.9% | -22.8% | -1.9% |
| 3Y | -12.8% | +54.3% | -67.1% | -23.5% |
| 5Y | -16.2% | +37.2% | -53.4% | -25.5% |
| 10Y | -52.3% | +293.1% | -345.3% | -66.2% |
| All | -52.3% | +296.1% | -348.3% | -66.2% |
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