+310.7%
VOO vs KHC
-50.5%
+361.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -2.9% | -1.0% |
| 7D | +2.6% | +2.0% | +0.5% | +2.1% |
| 30D | -2.0% | +10.6% | -12.6% | -4.5% |
| 3M | -2.8% | +0.5% | -3.3% | -3.2% |
| 6M | +2.2% | +12.1% | -9.9% | -1.5% |
| YTD | +11.5% | +8.9% | +2.6% | +7.9% |
| 1Y | +13.5% | +7.5% | +6.0% | +10.1% |
| 3Y | +78.1% | -10.7% | +88.8% | +78.8% |
| 5Y | +73.1% | -13.2% | +86.3% | +73.0% |
| All | +310.7% | -50.5% | +361.2% | +296.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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