-54.3%
KHC vs VSAT
-3.0%
-51.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.9% | +5.8% | -0.8% |
| 7D | -4.8% | +3.5% | -8.3% | -5.0% |
| 30D | +0.3% | -14.7% | +15.0% | +1.1% |
| 3M | +6.7% | +13.2% | -6.5% | +5.1% |
| 6M | +4.2% | +57.4% | -53.2% | 0.0% |
| YTD | +6.7% | +110.0% | -103.2% | +0.1% |
| 1Y | -1.4% | +134.4% | -135.8% | -8.8% |
| 3Y | -11.8% | +203.5% | -215.3% | -24.0% |
| 5Y | -13.4% | +47.1% | -60.5% | -22.1% |
| 10Y | -54.3% | +0.4% | -54.6% | -60.3% |
| All | -54.3% | -3.0% | -51.2% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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