-8.7%
KVUE vs LTH
+153.7%
-162.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.3% |
| 7D | -6.1% | -3.7% | -2.4% | -5.6% |
| 30D | -5.6% | -5.3% | -0.3% | -4.9% |
| 3M | -0.3% | +24.2% | -24.5% | -3.2% |
| 6M | +1.4% | +54.8% | -53.5% | -4.7% |
| YTD | +6.7% | +56.1% | -49.3% | 0.0% |
| 1Y | +1.0% | +45.5% | -44.6% | -4.7% |
| All | -8.7% | +153.7% | -162.4% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling