+569.5%
VST vs KVUE
-16.1%
+585.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.5% |
| 7D | +8.9% | -2.2% | +11.1% | +8.9% |
| 30D | +6.2% | -3.7% | +9.9% | +6.2% |
| 3M | -2.7% | +12.3% | -15.0% | -3.1% |
| 6M | -8.4% | +5.4% | -13.8% | -8.6% |
| YTD | -7.2% | +12.4% | -19.6% | -7.6% |
| 1Y | -20.9% | -4.4% | -16.5% | -20.3% |
| 3Y | +384.0% | -7.5% | +391.5% | +372.1% |
| All | +569.5% | -16.1% | +585.6% | +560.4% |
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