-55.6%
KHC vs VXUS
+151.1%
-206.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | -1.0% | -1.4% | +0.4% | -0.3% |
| 30D | +1.9% | -0.5% | +2.3% | +2.1% |
| 3M | +3.2% | +2.6% | +0.6% | +1.4% |
| 6M | +10.0% | +10.9% | -0.9% | +3.0% |
| YTD | +6.7% | +16.1% | -9.5% | -3.0% |
| 1Y | -0.9% | +22.3% | -23.2% | -12.7% |
| 3Y | -13.6% | +72.0% | -85.6% | -38.5% |
| 5Y | -12.8% | +54.1% | -67.0% | -33.8% |
| All | -55.6% | +151.1% | -206.7% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling