+339.5%
VOO vs KHC
-43.0%
+382.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -0.6% | -1.1% | +0.6% | -0.3% |
| 30D | -3.6% | +8.8% | -12.5% | -5.9% |
| 3M | -2.7% | -1.2% | -1.5% | -2.8% |
| 6M | +2.2% | +4.6% | -2.4% | +0.2% |
| YTD | +10.9% | +5.1% | +5.8% | +8.0% |
| 1Y | +11.3% | +6.2% | +5.1% | +8.0% |
| 3Y | +76.9% | -12.9% | +89.8% | +78.6% |
| 5Y | +73.5% | -16.8% | +90.3% | +75.2% |
| 10Y | +307.7% | -52.4% | +360.1% | +333.3% |
| All | +339.5% | -43.0% | +382.5% | +323.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling