-13.7%
KHC vs VSH
+67.2%
-80.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -0.8% |
| 7D | -1.8% | +4.1% | -5.8% | -1.8% |
| 30D | -1.9% | -4.2% | +2.3% | -1.8% |
| 3M | +14.4% | -50.0% | +64.4% | +16.8% |
| 6M | +8.7% | +80.2% | -71.5% | +2.5% |
| YTD | +7.8% | +121.1% | -113.3% | -0.2% |
| 1Y | -1.5% | +112.0% | -113.5% | -8.8% |
| 3Y | -9.9% | +22.5% | -32.4% | -15.2% |
| All | -13.7% | +67.2% | -80.9% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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