-24.5%
KVUE vs LTH
+109.1%
-133.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -4.0% | -1.1% | -4.6% |
| 30D | -6.3% | -5.3% | -1.0% | -5.7% |
| 3M | -0.5% | +19.0% | -19.5% | -2.5% |
| 6M | +3.1% | +55.8% | -52.7% | -2.4% |
| YTD | +6.7% | +56.1% | -49.4% | +0.7% |
| 1Y | -1.1% | +41.3% | -42.4% | -5.7% |
| 3Y | -8.7% | +156.6% | -165.4% | -22.0% |
| All | -24.5% | +109.1% | -133.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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