+68.6%
V vs KVUE
-20.4%
+89.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -1.2% | -5.1% | +3.9% | -0.5% |
| 30D | +3.1% | -6.3% | +9.4% | +4.1% |
| 3M | +16.3% | -0.5% | +16.8% | +16.5% |
| 6M | +20.4% | +3.1% | +17.3% | +19.9% |
| YTD | +6.3% | +6.7% | -0.4% | +5.2% |
| 1Y | +8.7% | -1.1% | +9.8% | +8.9% |
| 3Y | +53.3% | -8.7% | +62.0% | +53.9% |
| All | +68.6% | -20.4% | +89.1% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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