-24.5%
KVUE vs IWD
+80.5%
-105.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.6% |
| 7D | -5.1% | -0.8% | -4.3% | -4.7% |
| 30D | -6.3% | -0.8% | -5.5% | -5.8% |
| 3M | -0.5% | +6.9% | -7.4% | -4.2% |
| 6M | +3.1% | +18.3% | -15.2% | -6.6% |
| YTD | +6.7% | +22.4% | -15.7% | -5.4% |
| 1Y | -1.1% | +27.4% | -28.6% | -14.4% |
| 3Y | -8.7% | +71.2% | -79.9% | -35.5% |
| All | -24.5% | +80.5% | -105.0% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling