-17.0%
KVUE vs VG
-64.5%
+47.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -6.9% | -0.4% |
| 7D | +3.9% | +1.6% | +2.3% | +4.0% |
| 30D | +0.7% | -10.2% | +10.9% | +0.3% |
| 3M | -20.7% | -31.2% | +10.5% | -21.7% |
| 6M | -30.1% | -9.0% | -21.1% | -30.9% |
| All | -17.0% | -64.5% | +47.5% | -18.3% |
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