+70.1%
EWZ vs KVUE
-20.4%
+90.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +1.1% | -6.1% | +7.2% | +2.1% |
| 30D | +13.5% | -5.6% | +19.1% | +14.4% |
| 3M | +15.2% | -0.3% | +15.6% | +15.1% |
| 6M | +3.7% | +1.4% | +2.4% | +3.3% |
| YTD | +22.5% | +6.7% | +15.8% | +21.1% |
| 1Y | +35.3% | +1.0% | +34.3% | +34.6% |
| 3Y | +50.2% | -5.4% | +55.6% | +49.6% |
| All | +70.1% | -20.4% | +90.5% | +78.2% |
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