-8.7%
KVUE vs WCC
+130.1%
-138.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.1% |
| 7D | -5.1% | +1.5% | -6.7% | -5.1% |
| 30D | -6.3% | -2.1% | -4.2% | -6.3% |
| 3M | -0.5% | +3.8% | -4.3% | -0.6% |
| 6M | +3.1% | +35.0% | -31.9% | +1.9% |
| YTD | +6.7% | +46.4% | -39.7% | +5.1% |
| 1Y | -1.1% | +63.0% | -64.1% | -2.9% |
| 3Y | -8.7% | +133.9% | -142.7% | -15.3% |
| All | -8.7% | +130.1% | -138.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling