-24.6%
KVUE vs VCIT
+16.5%
-41.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -7.2% | -0.2% | -7.0% | -7.1% |
| 30D | -5.7% | -0.5% | -5.2% | -5.4% |
| 3M | +0.2% | -0.9% | +1.1% | +0.7% |
| 6M | 0.0% | -1.9% | +2.0% | +1.0% |
| YTD | +6.5% | -1.0% | +7.5% | +7.1% |
| 1Y | -1.4% | +0.2% | -1.6% | -1.5% |
| 3Y | -5.6% | +19.0% | -24.6% | -9.9% |
| All | -24.6% | +16.5% | -41.1% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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