+76.0%
IGV vs KVUE
-20.4%
+96.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -5.4% | -6.1% | +0.7% | -5.2% |
| 30D | -2.6% | -5.6% | +3.0% | -2.5% |
| 3M | +10.5% | -0.3% | +10.9% | +10.6% |
| 6M | +18.2% | +1.4% | +16.8% | +18.3% |
| YTD | -4.2% | +6.7% | -11.0% | -4.3% |
| 1Y | -9.8% | +1.0% | -10.8% | -9.7% |
| 3Y | +39.1% | -5.4% | +44.5% | +39.3% |
| All | +76.0% | -20.4% | +96.4% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling