-7.9%
KVUE vs VG
-35.7%
+27.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.8% | -7.3% | -3.3% |
| 7D | -7.2% | +3.8% | -11.0% | -7.1% |
| 30D | -5.7% | +7.2% | -12.9% | -5.4% |
| 3M | +0.2% | +22.8% | -22.6% | +1.2% |
| 6M | 0.0% | +33.2% | -33.2% | +1.5% |
| YTD | +6.5% | +124.8% | -118.3% | +10.0% |
| 1Y | -1.4% | +15.8% | -17.2% | -0.5% |
| All | -7.9% | -35.7% | +27.8% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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