+315.7%
VTI vs KHC
-41.0%
+356.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.0% |
| 7D | +2.5% | +2.0% | +0.5% | +2.0% |
| 30D | -1.5% | +10.6% | -12.1% | -4.2% |
| 3M | -3.2% | +0.5% | -3.7% | -3.6% |
| 6M | +2.3% | +12.1% | -9.7% | -1.5% |
| YTD | +11.6% | +8.9% | +2.7% | +7.8% |
| 1Y | +13.8% | +7.5% | +6.3% | +10.2% |
| 3Y | +77.4% | -10.7% | +88.1% | +78.1% |
| 5Y | +64.6% | -13.2% | +77.7% | +64.3% |
| 10Y | +290.6% | -50.6% | +341.2% | +309.9% |
| All | +315.7% | -41.0% | +356.6% | +297.0% |
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