-43.1%
KHC vs VRSN
+377.3%
-420.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | -1.8% | +0.1% | -1.8% | -1.8% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | +14.4% | -0.3% | +14.7% | +14.2% |
| 6M | +8.7% | +23.0% | -14.3% | +2.7% |
| YTD | +7.8% | +21.3% | -13.6% | +1.8% |
| 1Y | -1.5% | +6.7% | -8.2% | -4.0% |
| 3Y | -9.9% | +45.0% | -54.8% | -20.1% |
| 5Y | -10.7% | +35.0% | -45.8% | -20.9% |
| 10Y | -55.7% | +276.3% | -332.0% | -71.5% |
| All | -43.1% | +377.3% | -420.4% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling