-4.4%
KVUE vs IVZ
+56.4%
-60.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -2.2% | +0.6% | -2.9% | -2.3% |
| 30D | -3.7% | +4.0% | -7.7% | -3.8% |
| 3M | +12.3% | +18.2% | -5.9% | +11.6% |
| 6M | +5.4% | +32.8% | -27.4% | +3.0% |
| YTD | +12.4% | +28.7% | -16.3% | +8.5% |
| 1Y | -4.4% | +55.4% | -59.8% | -13.7% |
| All | -4.4% | +56.4% | -60.8% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling