-24.5%
KVUE vs VSH
+68.6%
-93.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.2% | -0.1% |
| 7D | -5.1% | +4.8% | -9.9% | -5.2% |
| 30D | -6.3% | -0.7% | -5.6% | -6.3% |
| 3M | -0.5% | -43.1% | +42.5% | +0.4% |
| 6M | +3.1% | +91.8% | -88.7% | -1.9% |
| YTD | +6.7% | +131.6% | -124.9% | +0.5% |
| 1Y | -1.1% | +118.1% | -119.2% | -7.0% |
| 3Y | -8.7% | +40.9% | -49.6% | -11.1% |
| All | -24.5% | +68.6% | -93.1% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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