-43.7%
KHC vs VSH
+149.8%
-193.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.7% | -8.5% | -3.5% |
| 7D | +1.1% | -12.9% | +14.0% | +2.5% |
| 30D | +12.0% | -36.9% | +48.8% | +17.6% |
| 3M | +0.2% | -28.8% | +28.9% | +3.1% |
| 6M | +10.3% | -30.3% | +40.6% | +9.6% |
| YTD | +6.7% | +62.4% | -55.6% | -10.1% |
| 1Y | +10.9% | +62.5% | -51.7% | -6.9% |
| 3Y | -12.6% | +7.4% | -20.0% | -23.4% |
| 5Y | -16.3% | +25.4% | -41.7% | -31.6% |
| 10Y | -53.2% | +102.6% | -155.9% | -70.2% |
| All | -43.7% | +149.8% | -193.5% | -68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling