-13.5%
KHC vs VRSN
+30.0%
-43.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.8% |
| 7D | -2.2% | -2.1% | -0.1% | -1.9% |
| 30D | -0.1% | -3.9% | +3.8% | +0.5% |
| 3M | +8.3% | -0.1% | +8.5% | +8.2% |
| 6M | +5.0% | +16.4% | -11.5% | +2.1% |
| YTD | +8.0% | +17.2% | -9.2% | +4.7% |
| 1Y | -1.1% | +1.0% | -2.1% | -1.8% |
| 3Y | -10.7% | +39.1% | -49.8% | -16.9% |
| 5Y | -13.5% | +29.0% | -42.5% | -19.7% |
| All | -13.5% | +30.0% | -43.5% | -19.7% |
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