-4.6%
KVUE vs VG
-38.0%
+33.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -1.8% |
| 7D | -1.9% | -2.5% | +0.6% | -2.0% |
| 30D | -3.3% | +11.1% | -14.4% | -2.8% |
| 3M | +6.0% | +14.9% | -8.9% | +6.8% |
| 6M | +2.3% | +18.4% | -16.0% | +3.5% |
| YTD | +10.3% | +116.6% | -106.2% | +13.8% |
| 1Y | +4.6% | +9.4% | -4.8% | +5.3% |
| All | -4.6% | -38.0% | +33.4% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling