-21.6%
VST vs KVUE
+0.6%
-22.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | -0.9% |
| 7D | +5.3% | -7.2% | +12.5% | +4.2% |
| 30D | +5.8% | -5.7% | +11.4% | +4.9% |
| 3M | +3.5% | +0.2% | +3.3% | +3.1% |
| 6M | -7.4% | 0.0% | -7.4% | -7.8% |
| YTD | -6.1% | +6.5% | -12.6% | -5.7% |
| 1Y | -21.6% | -1.4% | -20.2% | -26.0% |
| All | -21.6% | +0.6% | -22.2% | -26.0% |
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 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