+81.9%
VZ vs KVYO
-56.1%
+138.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.5% |
| 7D | -1.2% | -18.4% | +17.1% | -1.5% |
| 30D | +5.7% | -12.1% | +17.9% | +5.5% |
| 3M | +8.2% | +11.2% | -2.9% | +8.7% |
| 6M | +1.7% | -19.8% | +21.5% | +1.6% |
| YTD | +28.9% | -50.3% | +79.2% | +27.7% |
| 1Y | +22.7% | -48.3% | +71.0% | +21.8% |
| All | +81.9% | -56.1% | +138.0% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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