-21.9%
KVUE vs VT
+86.8%
-108.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -1.9% | +1.0% | -2.9% | -2.2% |
| 30D | -3.3% | -0.2% | -3.1% | -3.2% |
| 3M | +6.0% | +4.5% | +1.4% | +4.4% |
| 6M | +2.3% | +14.1% | -11.7% | -2.4% |
| YTD | +10.3% | +14.8% | -4.4% | +4.9% |
| 1Y | +4.6% | +21.2% | -16.6% | -2.7% |
| 3Y | -2.2% | +76.6% | -78.8% | -27.1% |
| All | -21.9% | +86.8% | -108.7% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling