+23.9%
VZ vs KHC
+6.6%
+17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.8% |
| 7D | +2.4% | -1.1% | +3.5% | +2.7% |
| 30D | +11.2% | +8.8% | +2.3% | +8.0% |
| 3M | 0.0% | -1.2% | +1.2% | 0.0% |
| 6M | +1.3% | +4.6% | -3.4% | -0.6% |
| YTD | +21.3% | +5.1% | +16.1% | +17.5% |
| 1Y | +23.9% | +6.2% | +17.7% | +19.5% |
| All | +23.9% | +6.6% | +17.4% | +19.5% |
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 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