+1.0%
KVUE vs VG
+17.2%
-16.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | +0.3% |
| 7D | -6.1% | +7.0% | -13.2% | -5.8% |
| 30D | -5.6% | +17.2% | -22.8% | -4.8% |
| 3M | -0.3% | +16.8% | -17.1% | +0.8% |
| 6M | +1.4% | +36.3% | -35.0% | +3.1% |
| YTD | +6.7% | +127.9% | -121.2% | +10.8% |
| 1Y | +1.0% | +11.7% | -10.8% | -5.7% |
| All | +1.0% | +17.2% | -16.3% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling