+65.8%
VZ vs KVUE
-20.6%
+86.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.7% |
| 7D | -1.0% | -7.2% | +6.3% | +0.3% |
| 30D | +5.8% | -5.7% | +11.4% | +6.8% |
| 3M | +10.5% | +0.2% | +10.3% | +10.5% |
| 6M | +1.8% | 0.0% | +1.8% | +1.7% |
| YTD | +28.3% | +6.5% | +21.8% | +26.9% |
| 1Y | +22.0% | -1.4% | +23.4% | +22.4% |
| 3Y | +81.8% | -5.6% | +87.5% | +82.6% |
| All | +65.8% | -20.6% | +86.3% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling