+95.5%
VTI vs KVUE
-20.4%
+115.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | -5.1% | +4.2% | -0.5% |
| 30D | -1.4% | -6.3% | +4.9% | -1.0% |
| 3M | +3.6% | -0.5% | +4.1% | +3.6% |
| 6M | +13.6% | +3.1% | +10.5% | +13.2% |
| YTD | +12.9% | +6.7% | +6.2% | +12.2% |
| 1Y | +17.2% | -1.1% | +18.4% | +17.3% |
| 3Y | +75.7% | -8.7% | +84.4% | +75.9% |
| All | +95.5% | -20.4% | +115.9% | +98.5% |
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