+580.4%
VST vs KVUE
-17.7%
+598.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.6% |
| 7D | +9.9% | -1.9% | +11.8% | +9.9% |
| 30D | +7.9% | -3.3% | +11.2% | +7.9% |
| 3M | +3.4% | +6.0% | -2.5% | +3.1% |
| 6M | -4.1% | +2.3% | -6.4% | -4.3% |
| YTD | -5.7% | +10.3% | -16.0% | -6.1% |
| 1Y | -18.9% | +4.6% | -23.5% | -19.0% |
| 3Y | +359.1% | -2.2% | +361.3% | +351.1% |
| All | +580.4% | -17.7% | +598.1% | +571.1% |
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