-24.6%
KVUE price history and return analytics
+85.6%
-110.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.3% |
| 7D | -7.2% | -0.1% | -7.1% | -7.2% |
| 30D | -5.7% | -0.7% | -5.0% | -5.5% |
| 3M | +0.2% | +4.0% | -3.8% | -1.1% |
| 6M | 0.0% | +12.3% | -12.3% | -4.1% |
| YTD | +6.5% | +14.0% | -7.5% | +1.4% |
| 1Y | -1.4% | +20.3% | -21.7% | -8.0% |
| 3Y | -5.6% | +75.4% | -81.0% | -29.5% |
| All | -24.6% | +85.6% | -110.2% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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