-13.5%
KHC vs VTV
+67.6%
-81.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | -4.8% | -0.7% | -4.1% | -4.4% |
| 30D | +0.3% | -0.5% | +0.8% | +0.6% |
| 3M | +6.7% | +5.3% | +1.4% | +3.4% |
| 6M | +4.2% | +12.9% | -8.7% | -3.4% |
| YTD | +6.7% | +18.5% | -11.7% | -4.2% |
| 1Y | -1.4% | +25.3% | -26.7% | -14.9% |
| All | -13.5% | +67.6% | -81.1% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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