-24.5%
KVUE vs VO
+66.5%
-91.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.4% |
| 7D | -5.1% | -1.5% | -3.6% | -4.5% |
| 30D | -6.3% | -3.0% | -3.3% | -5.0% |
| 3M | -0.5% | +2.8% | -3.3% | -1.7% |
| 6M | +3.1% | +10.9% | -7.8% | -1.8% |
| YTD | +6.7% | +12.5% | -5.8% | +0.8% |
| 1Y | -1.1% | +12.0% | -13.1% | -6.4% |
| 3Y | -8.7% | +56.3% | -65.0% | -28.3% |
| All | -24.5% | +66.5% | -91.0% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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