+73.9%
VXUS vs KVUE
-20.6%
+94.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.5% |
| 7D | +0.3% | -7.2% | +7.5% | +0.9% |
| 30D | +0.7% | -5.7% | +6.4% | +1.1% |
| 3M | +4.8% | +0.2% | +4.6% | +4.6% |
| 6M | +11.3% | 0.0% | +11.3% | +11.1% |
| YTD | +16.5% | +6.5% | +10.0% | +15.8% |
| 1Y | +24.3% | -1.4% | +25.7% | +24.5% |
| 3Y | +74.5% | -5.6% | +80.1% | +74.9% |
| All | +73.9% | -20.6% | +94.4% | +79.0% |
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 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