+75.4%
VEA vs KVUE
-9.0%
+84.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -1.5% | -5.1% | +3.7% | -1.0% |
| 30D | -0.8% | -6.3% | +5.5% | -0.3% |
| 3M | +2.5% | -0.5% | +3.0% | +2.4% |
| 6M | +11.1% | +3.1% | +8.1% | +10.7% |
| YTD | +17.2% | +6.7% | +10.5% | +16.4% |
| 1Y | +24.5% | -1.1% | +25.6% | +24.7% |
| 3Y | +75.4% | -8.7% | +84.2% | +75.9% |
| All | +75.4% | -9.0% | +84.4% | +75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling