-24.6%
KVUE vs VSH
+60.4%
-85.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.5% |
| 7D | -7.2% | +3.5% | -10.7% | -7.2% |
| 30D | -5.7% | -4.4% | -1.3% | -5.7% |
| 3M | +0.2% | -45.8% | +46.0% | +1.1% |
| 6M | 0.0% | +90.1% | -90.1% | -4.9% |
| YTD | +6.5% | +120.3% | -113.8% | +0.4% |
| 1Y | -1.4% | +112.2% | -113.6% | -7.3% |
| 3Y | -5.6% | +36.6% | -42.2% | -8.3% |
| All | -24.6% | +60.4% | -85.0% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling