-24.4%
KVUE vs IEF
+2.9%
-27.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -6.1% | -1.2% | -4.9% | -5.8% |
| 30D | -5.6% | -1.5% | -4.1% | -5.2% |
| 3M | -0.3% | -1.7% | +1.3% | +0.2% |
| 6M | +1.4% | -3.5% | +4.9% | +2.3% |
| YTD | +6.7% | -2.6% | +9.4% | +7.6% |
| 1Y | +1.0% | -2.4% | +3.3% | +1.6% |
| 3Y | -5.4% | +8.9% | -14.3% | -6.6% |
| All | -24.4% | +2.9% | -27.3% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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