-24.5%
KVUE vs USFD
+154.2%
-178.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -5.1% | -8.4% | +3.2% | -3.4% |
| 30D | -6.3% | -14.1% | +7.7% | -3.4% |
| 3M | -0.5% | +4.5% | -5.0% | -1.5% |
| 6M | +3.1% | +4.4% | -1.3% | +1.9% |
| YTD | +6.7% | +26.6% | -19.9% | +0.5% |
| 1Y | -1.1% | +19.4% | -20.5% | -5.8% |
| 3Y | -8.7% | +144.6% | -153.3% | -21.7% |
| All | -24.5% | +154.2% | -178.7% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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