-24.4%
KVUE vs MSFU
+40.5%
-64.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.1% | -6.9% | +0.8% | -6.0% |
| 30D | -5.6% | -5.1% | -0.4% | -5.5% |
| 3M | -0.3% | +44.6% | -45.0% | -1.0% |
| 6M | +1.4% | +32.8% | -31.4% | +0.7% |
| YTD | +6.7% | -10.1% | +16.8% | +7.4% |
| 1Y | +1.0% | -19.4% | +20.3% | +2.0% |
| 3Y | -5.4% | +26.2% | -31.6% | -13.3% |
| All | -24.4% | +40.5% | -64.9% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling