-16.8%
KHC vs VRSN
+36.4%
-53.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -1.0% |
| 7D | -1.1% | -0.9% | -0.3% | -1.0% |
| 30D | +8.8% | +2.4% | +6.4% | +8.4% |
| 3M | -1.2% | +6.4% | -7.6% | -2.4% |
| 6M | +4.6% | +8.6% | -3.9% | +2.8% |
| YTD | +5.1% | +29.3% | -24.1% | +0.1% |
| 1Y | +6.2% | +27.2% | -21.0% | +1.4% |
| 3Y | -12.9% | +52.8% | -65.7% | -20.5% |
| 5Y | -16.8% | +36.7% | -53.5% | -26.5% |
| All | -16.8% | +36.4% | -53.2% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling