+77.3%
VTV vs KVUE
-20.4%
+97.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.1% | -5.1% | +4.0% | -0.5% |
| 30D | -1.0% | -6.3% | +5.3% | -0.3% |
| 3M | +4.6% | -0.5% | +5.2% | +4.7% |
| 6M | +13.5% | +3.1% | +10.4% | +13.0% |
| YTD | +18.5% | +6.7% | +11.8% | +17.5% |
| 1Y | +22.9% | -1.1% | +24.0% | +23.0% |
| 3Y | +67.8% | -8.7% | +76.6% | +68.3% |
| All | +77.3% | -20.4% | +97.7% | +80.5% |
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