+64.6%
VTI vs KHC
-13.3%
+77.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.7% |
| 7D | +2.5% | +2.0% | +0.5% | +2.3% |
| 30D | -1.5% | +10.6% | -12.1% | -2.7% |
| 3M | -3.2% | +0.5% | -3.7% | -3.3% |
| 6M | +2.3% | +12.1% | -9.7% | +0.5% |
| YTD | +11.6% | +8.9% | +2.7% | +9.9% |
| 1Y | +13.8% | +7.5% | +6.3% | +12.2% |
| 3Y | +77.4% | -10.7% | +88.1% | +78.0% |
| All | +64.6% | -13.3% | +77.9% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling