-24.4%
KVUE vs IVZ
+128.8%
-153.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -6.1% | -2.4% | -3.7% | -5.9% |
| 30D | -5.6% | +2.5% | -8.1% | -5.8% |
| 3M | -0.3% | +17.1% | -17.4% | -1.9% |
| 6M | +1.4% | +35.1% | -33.8% | -2.0% |
| YTD | +6.7% | +24.3% | -17.6% | +3.8% |
| 1Y | +1.0% | +48.7% | -47.7% | -3.9% |
| 3Y | -5.4% | +135.6% | -141.0% | -17.2% |
| All | -24.4% | +128.8% | -153.3% | -34.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling