+67.2%
V vs KVUE
-20.4%
+87.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -3.0% | -6.1% | +3.1% | -2.1% |
| 30D | +1.2% | -5.6% | +6.8% | +2.1% |
| 3M | +13.9% | -0.3% | +14.3% | +14.0% |
| 6M | +17.2% | +1.4% | +15.9% | +17.0% |
| YTD | +5.3% | +6.7% | -1.4% | +4.3% |
| 1Y | +9.5% | +1.0% | +8.5% | +9.2% |
| 3Y | +51.9% | -5.4% | +57.3% | +52.1% |
| All | +67.2% | -20.4% | +87.6% | +73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling