+78.5%
IVV vs KVUE
+13.0%
+65.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.1% | -10.2% | +1.8% |
| 7D | +2.9% | +13.1% | -10.2% | +1.8% |
| 30D | +2.9% | +13.1% | -10.2% | +1.8% |
| 3M | +2.9% | +13.1% | -10.2% | +1.8% |
| 6M | +5.7% | +12.7% | -7.0% | +4.6% |
| YTD | +11.8% | +15.9% | -4.1% | +10.3% |
| 1Y | +12.4% | +42.1% | -29.7% | +9.2% |
| All | +78.5% | +13.0% | +65.4% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling