-20.4%
KVUE vs VT
+87.7%
-108.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.2% | +0.4% | -2.7% | -2.4% |
| 30D | -3.7% | +1.0% | -4.6% | -3.9% |
| 3M | +12.3% | +2.4% | +9.9% | +11.4% |
| 6M | +5.4% | +12.0% | -6.6% | +1.2% |
| YTD | +12.4% | +15.3% | -2.9% | +6.7% |
| 1Y | -4.4% | +22.6% | -27.0% | -11.4% |
| 3Y | -7.5% | +74.7% | -82.2% | -30.9% |
| All | -20.4% | +87.7% | -108.2% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling