-43.7%
KHC vs VTRS
-70.1%
+26.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -4.8% | -3.5% | -1.3% | -4.2% |
| 30D | +0.3% | +2.1% | -1.8% | -0.1% |
| 3M | +6.7% | +2.6% | +4.1% | +6.1% |
| 6M | +4.2% | +17.8% | -13.6% | +0.9% |
| YTD | +6.7% | +35.7% | -28.9% | +0.5% |
| 1Y | -1.4% | +63.5% | -64.9% | -10.5% |
| 3Y | -11.8% | +85.1% | -96.9% | -22.9% |
| 5Y | -13.4% | +42.5% | -55.8% | -22.3% |
| 10Y | -54.3% | -48.2% | -6.1% | -55.5% |
| All | -43.7% | -70.1% | +26.4% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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