+57.2%
VZ vs KHC
-13.1%
+70.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | +2.2% | -2.0% | +4.3% | +2.9% |
| 30D | +10.6% | +9.7% | +0.9% | +7.1% |
| 3M | -0.6% | -2.0% | +1.4% | -0.2% |
| 6M | +0.7% | +5.4% | -4.7% | -1.5% |
| YTD | +20.6% | +5.9% | +14.7% | +17.2% |
| 1Y | +22.7% | +7.5% | +15.3% | +18.6% |
| 3Y | +57.2% | -12.4% | +69.6% | +62.2% |
| All | +57.2% | -13.1% | +70.4% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling