+123.4%
VRT vs KVUE
-4.3%
+127.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.1% |
| 7D | +9.1% | -2.2% | +11.4% | +8.6% |
| 30D | +0.9% | -3.7% | +4.6% | +0.1% |
| 3M | -13.4% | +12.3% | -25.6% | -11.9% |
| 6M | +11.7% | +5.4% | +6.3% | +12.7% |
| YTD | +73.2% | +12.4% | +60.8% | +77.3% |
| 1Y | +123.4% | -4.4% | +127.8% | +121.2% |
| All | +123.4% | -4.3% | +127.7% | +121.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling