-21.9%
KVUE vs MSFU
+41.3%
-63.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.8% |
| 7D | -1.9% | -3.2% | +1.2% | -1.9% |
| 30D | -3.3% | -3.1% | -0.2% | -3.3% |
| 3M | +6.0% | +35.3% | -29.3% | +5.4% |
| 6M | +2.3% | +31.6% | -29.3% | +1.7% |
| YTD | +10.3% | -9.5% | +19.9% | +11.1% |
| 1Y | +4.6% | -18.4% | +23.0% | +5.6% |
| 3Y | -2.2% | +26.9% | -29.1% | -10.4% |
| All | -21.9% | +41.3% | -63.2% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling