+118.4%
DLR vs KVUE
-20.4%
+138.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +0.1% | -5.1% | +5.2% | +0.4% |
| 30D | -4.3% | -6.3% | +2.0% | -4.0% |
| 3M | +3.8% | -0.5% | +4.3% | +3.8% |
| 6M | +5.8% | +3.1% | +2.7% | +5.6% |
| YTD | +23.5% | +6.7% | +16.9% | +23.1% |
| 1Y | +11.1% | -1.1% | +12.2% | +10.9% |
| 3Y | +57.9% | -8.7% | +66.6% | +58.6% |
| All | +118.4% | -20.4% | +138.9% | +119.8% |
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