+1,743.8%
VRT vs KVUE
-20.6%
+1,764.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.5% | -6.1% | -10.0% |
| 7D | +2.4% | -7.2% | +9.6% | +1.4% |
| 30D | -2.7% | -5.7% | +3.0% | -3.4% |
| 3M | -9.2% | +0.2% | -9.3% | -9.2% |
| 6M | -0.5% | 0.0% | -0.5% | -0.5% |
| YTD | +62.3% | +6.5% | +55.8% | +63.5% |
| 1Y | +109.6% | -1.4% | +111.0% | +111.0% |
| 3Y | +573.1% | -5.6% | +578.7% | +585.7% |
| All | +1,743.8% | -20.6% | +1,764.3% | +1,768.0% |
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 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