-54.1%
KHC vs VXUS
+144.6%
-198.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -2.2% |
| 7D | -2.0% | +0.8% | -2.8% | -2.5% |
| 30D | +9.7% | -1.9% | +11.5% | +10.5% |
| 3M | -2.0% | -4.4% | +2.4% | 0.0% |
| 6M | +5.4% | -2.0% | +7.4% | +5.6% |
| YTD | +5.9% | +11.1% | -5.2% | -1.7% |
| 1Y | +7.5% | +15.1% | -7.6% | -2.3% |
| 3Y | -12.4% | +70.4% | -82.8% | -37.7% |
| 5Y | -15.8% | +47.2% | -63.0% | -34.5% |
| 10Y | -54.1% | +142.3% | -196.3% | -75.8% |
| All | -54.1% | +144.6% | -198.6% | -75.8% |
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