-24.5%
KVUE vs VMC
+33.1%
-57.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.2% |
| 7D | -5.1% | -3.8% | -1.4% | -4.7% |
| 30D | -6.3% | -9.7% | +3.4% | -5.2% |
| 3M | -0.5% | -9.6% | +9.1% | +0.7% |
| 6M | +3.1% | -4.8% | +7.9% | +3.9% |
| YTD | +6.7% | -10.9% | +17.6% | +8.0% |
| 1Y | -1.1% | -15.6% | +14.5% | +0.5% |
| 3Y | -8.7% | +19.3% | -28.1% | -15.1% |
| All | -24.5% | +33.1% | -57.6% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling