+379.7%
VRT vs KHC
-9.8%
+389.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -2.1% |
| 7D | +10.5% | +2.0% | +8.5% | +11.9% |
| 30D | -9.3% | +10.6% | -19.9% | -2.8% |
| 3M | -29.6% | +0.5% | -30.1% | -28.1% |
| 6M | -45.4% | +12.1% | -57.4% | -40.1% |
| YTD | +24.8% | +8.9% | +15.9% | +36.4% |
| 1Y | +23.6% | +7.5% | +16.1% | +34.5% |
| 3Y | +379.7% | -10.7% | +390.4% | +389.2% |
| All | +379.7% | -9.8% | +389.5% | +389.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling