-16.2%
KHC vs VSAT
+36.9%
-53.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -4.6% | +12.5% | -17.1% | -4.7% |
| 30D | +8.1% | +11.0% | -2.9% | +7.9% |
| 3M | 0.0% | -11.1% | +11.2% | +0.2% |
| 6M | +7.9% | +2.8% | +5.1% | +7.5% |
| YTD | +5.3% | +118.0% | -112.7% | +2.7% |
| 1Y | +5.1% | +97.1% | -92.0% | +2.7% |
| 3Y | -12.8% | +296.8% | -309.6% | -18.5% |
| 5Y | -16.2% | +38.7% | -54.9% | -17.1% |
| All | -16.2% | +36.9% | -53.1% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling