+19.2%
KVUE vs VLTO
+14.5%
+4.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +28.5% | -15.3% | +3.1% |
| 7D | +13.1% | +28.5% | -15.3% | +3.1% |
| 30D | +13.1% | +28.5% | -15.3% | +3.1% |
| 3M | +13.1% | +28.5% | -15.3% | +3.1% |
| 6M | +12.7% | +26.3% | -13.6% | +2.9% |
| YTD | +15.9% | +11.8% | +4.0% | +5.7% |
| All | +19.2% | +14.5% | +4.7% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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 · Available span rolling