+1,702.9%
VRT vs KVUE
-20.4%
+1,723.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -5.1% | -3.2% | -9.0% |
| 30D | -10.9% | -6.3% | -4.5% | -11.6% |
| 3M | -13.7% | -0.5% | -13.2% | -13.7% |
| 6M | -4.1% | +3.1% | -7.2% | -3.9% |
| YTD | +58.7% | +6.7% | +52.1% | +59.9% |
| 1Y | +89.6% | -1.1% | +90.8% | +91.0% |
| 3Y | +558.1% | -8.7% | +566.9% | +570.9% |
| All | +1,702.9% | -20.4% | +1,723.3% | +1,727.0% |
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