-24.4%
KVUE vs VEU
+73.1%
-97.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -6.1% | -1.9% | -4.2% | -5.6% |
| 30D | -5.6% | -0.7% | -4.8% | -5.4% |
| 3M | -0.3% | +4.9% | -5.2% | -1.9% |
| 6M | +1.4% | +9.8% | -8.5% | -2.2% |
| YTD | +6.7% | +15.3% | -8.6% | +1.2% |
| 1Y | +1.0% | +23.0% | -22.1% | -6.6% |
| 3Y | -5.4% | +73.5% | -78.9% | -26.0% |
| All | -24.4% | +73.1% | -97.6% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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