-49.9%
KHC vs VXUS
+146.4%
-196.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.0% | +2.1% | -0.1% | +0.9% |
| 30D | +10.6% | -1.1% | +11.7% | +11.1% |
| 3M | +0.5% | -5.6% | +6.1% | +3.2% |
| 6M | +12.1% | -2.3% | +14.3% | +12.4% |
| YTD | +8.9% | +10.4% | -1.4% | +1.5% |
| 1Y | +7.5% | +13.1% | -5.6% | -1.3% |
| 3Y | -10.7% | +68.0% | -78.7% | -35.9% |
| 5Y | -13.2% | +45.8% | -59.0% | -32.0% |
| All | -49.9% | +146.4% | -196.3% | -73.2% |
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