+1,978.7%
VRT vs KHC
-37.9%
+2,016.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | +0.5% | -4.6% | +5.1% | +0.4% |
| 30D | -13.7% | +8.1% | -21.8% | -13.8% |
| 3M | -26.7% | 0.0% | -26.7% | -26.7% |
| 6M | -43.8% | +7.9% | -51.8% | -44.2% |
| YTD | +27.6% | +5.3% | +22.3% | +26.8% |
| 1Y | +15.5% | +5.1% | +10.3% | +14.7% |
| 3Y | +395.6% | -12.8% | +408.4% | +393.6% |
| 5Y | +677.3% | -16.2% | +693.5% | +674.7% |
| All | +1,978.7% | -37.9% | +2,016.6% | +1,774.5% |
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 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