+67.8%
V vs KVUE
-17.7%
+85.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.4% |
| 7D | -1.1% | -1.9% | +0.8% | -0.8% |
| 30D | +1.9% | -3.3% | +5.2% | +2.4% |
| 3M | +15.5% | +6.0% | +9.6% | +14.7% |
| 6M | +16.6% | +2.3% | +14.3% | +16.2% |
| YTD | +5.7% | +10.3% | -4.6% | +4.2% |
| 1Y | +8.6% | +4.6% | +4.0% | +7.8% |
| 3Y | +52.5% | -2.2% | +54.7% | +52.0% |
| All | +67.8% | -17.7% | +85.5% | +73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling