+72.6%
VZ vs KHC
-50.5%
+123.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.1% |
| 7D | +1.5% | +2.0% | -0.6% | +0.9% |
| 30D | +4.4% | +10.6% | -6.2% | +1.6% |
| 3M | -2.4% | +0.5% | -2.9% | -2.7% |
| 6M | +1.4% | +12.1% | -10.6% | -1.8% |
| YTD | +21.4% | +8.9% | +12.5% | +18.0% |
| 1Y | +20.3% | +7.5% | +12.8% | +17.3% |
| 3Y | +57.4% | -10.7% | +68.1% | +59.8% |
| 5Y | +21.9% | -13.2% | +35.1% | +24.0% |
| All | +72.6% | -50.5% | +123.1% | +79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling