+25.2%
VZ vs KHC
+11.6%
+13.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.7% | +0.8% |
| 7D | +6.9% | +6.6% | +0.3% | +4.6% |
| 30D | +2.3% | +16.5% | -14.2% | -2.8% |
| 3M | 0.0% | -3.0% | +3.0% | +0.4% |
| 6M | +0.2% | +17.4% | -17.1% | -5.0% |
| YTD | +20.9% | +10.3% | +10.6% | +15.3% |
| 1Y | +25.2% | +12.5% | +12.8% | +17.9% |
| All | +25.2% | +11.6% | +13.6% | +17.9% |
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