-24.6%
KVUE vs LVS
-24.9%
+0.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -7.2% | -2.7% | -4.5% | -6.8% |
| 30D | -5.7% | -4.7% | -1.0% | -5.0% |
| 3M | +0.2% | -15.6% | +15.7% | +2.8% |
| 6M | 0.0% | -18.6% | +18.7% | +3.1% |
| YTD | +6.5% | -32.3% | +38.8% | +12.8% |
| 1Y | -1.4% | -18.0% | +16.6% | +1.1% |
| 3Y | -5.6% | -5.8% | +0.2% | -8.4% |
| All | -24.6% | -24.9% | +0.3% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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