-24.5%
KVUE vs VFC
-32.9%
+8.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.4% | -0.4% |
| 7D | -5.1% | -1.4% | -3.7% | -5.0% |
| 30D | -6.3% | -9.0% | +2.7% | -5.7% |
| 3M | -0.5% | -24.2% | +23.7% | +1.3% |
| 6M | +3.1% | -18.5% | +21.6% | +4.3% |
| YTD | +6.7% | -25.9% | +32.6% | +8.4% |
| 1Y | -1.1% | -13.0% | +11.8% | -0.7% |
| 3Y | -8.7% | -20.3% | +11.6% | -12.2% |
| All | -24.5% | -32.9% | +8.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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