-24.6%
KVUE vs VO
+66.8%
-91.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.1% |
| 7D | -7.2% | -0.6% | -6.6% | -7.0% |
| 30D | -5.7% | -1.9% | -3.8% | -4.8% |
| 3M | +0.2% | +3.3% | -3.1% | -1.3% |
| 6M | 0.0% | +9.7% | -9.7% | -4.2% |
| YTD | +6.5% | +12.6% | -6.1% | +0.6% |
| 1Y | -1.4% | +13.6% | -15.1% | -7.3% |
| 3Y | -5.6% | +56.8% | -62.4% | -25.9% |
| All | -24.6% | +66.8% | -91.4% | -41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling