-12.6%
KHC vs VT
+69.7%
-82.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | +1.1% | -2.3% | +3.4% | +1.5% |
| 30D | +12.0% | -5.0% | +16.9% | +12.8% |
| 3M | +0.2% | -4.9% | +5.1% | +0.9% |
| 6M | +10.3% | -1.5% | +11.9% | +10.3% |
| YTD | +6.7% | +8.5% | -1.7% | +4.0% |
| 1Y | +10.9% | +11.4% | -0.5% | +7.1% |
| 3Y | -12.6% | +70.1% | -82.7% | -23.9% |
| All | -12.6% | +69.7% | -82.4% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling