+16.3%
VTI vs KHC
-2.4%
+18.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -2.0% | -2.5% | +0.5% | -2.1% |
| 30D | -1.9% | +0.5% | -2.5% | -1.9% |
| 3M | +4.5% | +3.0% | +1.5% | +4.6% |
| 6M | +12.6% | +6.6% | +6.0% | +12.8% |
| YTD | +12.0% | +5.8% | +6.2% | +12.4% |
| All | +16.3% | -2.4% | +18.7% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling