-13.5%
KHC vs VSAT
+53.4%
-67.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | +0.1% |
| 7D | -2.2% | +17.3% | -19.5% | -2.5% |
| 30D | -0.1% | -3.3% | +3.2% | -0.1% |
| 3M | +8.3% | +18.7% | -10.4% | +7.6% |
| 6M | +5.0% | +77.6% | -72.6% | +3.0% |
| YTD | +8.0% | +125.6% | -117.6% | +5.2% |
| 1Y | -1.1% | +158.3% | -159.4% | -4.3% |
| 3Y | -10.7% | +226.1% | -236.9% | -16.3% |
| 5Y | -13.5% | +54.7% | -68.2% | -17.6% |
| All | -13.5% | +53.4% | -67.0% | -17.6% |
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