-24.6%
KVUE vs USFD
+159.9%
-184.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.0% | -2.3% |
| 7D | -7.2% | -7.0% | -0.2% | -5.8% |
| 30D | -5.7% | -10.3% | +4.6% | -3.6% |
| 3M | +0.2% | +9.2% | -9.0% | -1.8% |
| 6M | 0.0% | +7.4% | -7.4% | -1.7% |
| YTD | +6.5% | +29.4% | -22.9% | -0.2% |
| 1Y | -1.4% | +24.8% | -26.2% | -6.9% |
| 3Y | -5.6% | +150.0% | -155.6% | -19.4% |
| All | -24.6% | +159.9% | -184.5% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling