-43.7%
KHC vs VXUS
+125.3%
-169.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -3.0% | -2.9% |
| 7D | +1.1% | -1.8% | +2.9% | +2.0% |
| 30D | +12.0% | -4.6% | +16.5% | +14.6% |
| 3M | +0.2% | -6.1% | +6.3% | +3.3% |
| 6M | +10.3% | -4.9% | +15.2% | +12.3% |
| YTD | +6.7% | +8.1% | -1.3% | +0.4% |
| 1Y | +10.9% | +12.1% | -1.2% | +2.0% |
| 3Y | -12.6% | +63.9% | -76.5% | -36.7% |
| 5Y | -16.3% | +43.1% | -59.4% | -34.5% |
| 10Y | -53.2% | +139.2% | -192.4% | -75.6% |
| All | -43.7% | +125.3% | -169.0% | -69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling