+7.6%
KVUE vs VLTO
+27.2%
-19.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.7% |
| 7D | -2.2% | -2.3% | 0.0% | -1.6% |
| 30D | -3.7% | -0.9% | -2.8% | -3.5% |
| 3M | +12.3% | +13.8% | -1.6% | +8.5% |
| 6M | +5.4% | +2.0% | +3.4% | +4.7% |
| YTD | +12.4% | -3.2% | +15.6% | +13.0% |
| 1Y | -4.4% | -9.2% | +4.8% | -2.1% |
| All | +7.6% | +27.2% | -19.6% | +2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling