+68.7%
VZ vs KVUE
-20.4%
+89.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | +0.9% | -5.1% | +6.1% | +1.8% |
| 30D | +7.7% | -6.3% | +14.0% | +8.9% |
| 3M | +9.7% | -0.5% | +10.2% | +9.8% |
| 6M | +3.1% | +3.1% | 0.0% | +2.6% |
| YTD | +30.5% | +6.7% | +23.8% | +29.1% |
| 1Y | +22.5% | -1.1% | +23.6% | +22.9% |
| 3Y | +82.4% | -8.7% | +91.1% | +83.6% |
| All | +68.7% | -20.4% | +89.1% | +67.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling