-1.1%
KVUE vs VNQ
+7.2%
-8.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.5% |
| 7D | -5.1% | -1.3% | -3.9% | -4.3% |
| 30D | -6.3% | -2.6% | -3.7% | -4.7% |
| 3M | -0.5% | -2.0% | +1.5% | +1.0% |
| 6M | +3.1% | +4.3% | -1.2% | +1.5% |
| YTD | +6.7% | +9.2% | -2.5% | +0.9% |
| 1Y | -1.1% | +5.6% | -6.7% | -4.9% |
| All | -1.1% | +7.2% | -8.4% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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 · 6 months rolling