-24.4%
KVUE vs VMC
+32.0%
-56.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.1% | -3.7% | -2.4% | -5.7% |
| 30D | -5.6% | -12.8% | +7.2% | -4.0% |
| 3M | -0.3% | -7.9% | +7.6% | +0.8% |
| 6M | +1.4% | -7.5% | +8.9% | +2.4% |
| YTD | +6.7% | -11.6% | +18.4% | +8.1% |
| 1Y | +1.0% | -14.3% | +15.2% | +2.5% |
| 3Y | -5.4% | +18.5% | -23.9% | -11.9% |
| All | -24.4% | +32.0% | -56.5% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling