-24.5%
KVUE vs VTRS
+110.2%
-134.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.2% |
| 7D | -5.1% | -2.2% | -2.9% | -4.8% |
| 30D | -6.3% | +3.3% | -9.6% | -6.8% |
| 3M | -0.5% | +2.0% | -2.5% | -0.9% |
| 6M | +3.1% | +19.9% | -16.9% | 0.0% |
| YTD | +6.7% | +35.7% | -29.0% | +1.4% |
| 1Y | -1.1% | +68.1% | -69.2% | -9.3% |
| 3Y | -8.7% | +87.1% | -95.8% | -20.5% |
| All | -24.5% | +110.2% | -134.7% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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