+321.9%
VTI vs KHC
-41.4%
+363.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.6% | -2.2% | +2.9% | +1.2% |
| 30D | -1.1% | -0.1% | -1.0% | -1.2% |
| 3M | +3.9% | +8.3% | -4.4% | +1.3% |
| 6M | +14.6% | +5.0% | +9.7% | +12.4% |
| YTD | +13.3% | +8.0% | +5.3% | +9.9% |
| 1Y | +19.2% | -1.1% | +20.3% | +18.2% |
| 3Y | +77.4% | -10.7% | +88.1% | +78.2% |
| 5Y | +74.0% | -13.5% | +87.6% | +74.2% |
| 10Y | +294.6% | -55.4% | +350.0% | +332.3% |
| All | +321.9% | -41.4% | +363.3% | +304.8% |
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