-24.5%
KVUE vs IVZ
+131.3%
-155.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.2% |
| 7D | -5.1% | -2.4% | -2.7% | -4.9% |
| 30D | -6.3% | +3.0% | -9.4% | -6.6% |
| 3M | -0.5% | +14.9% | -15.4% | -1.9% |
| 6M | +3.1% | +36.7% | -33.7% | -0.4% |
| YTD | +6.7% | +25.7% | -19.0% | +3.7% |
| 1Y | -1.1% | +47.7% | -48.8% | -5.8% |
| 3Y | -8.7% | +138.8% | -147.6% | -20.2% |
| All | -24.5% | +131.3% | -155.8% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling