-54.3%
KHC price history and return analytics
+222.7%
-276.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.8% |
| 7D | -4.8% | -0.1% | -4.6% | -4.7% |
| 30D | +0.3% | -0.7% | +1.0% | +0.7% |
| 3M | +6.7% | +4.0% | +2.7% | +4.0% |
| 6M | +4.2% | +12.3% | -8.1% | -3.3% |
| YTD | +6.7% | +14.0% | -7.3% | -2.0% |
| 1Y | -1.4% | +20.3% | -21.7% | -12.6% |
| 3Y | -11.8% | +75.4% | -87.2% | -39.5% |
| 5Y | -13.4% | +66.0% | -79.3% | -39.0% |
| 10Y | -54.3% | +228.2% | -282.5% | -82.4% |
| All | -54.3% | +222.7% | -276.9% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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