-14.4%
KVUE vs NVD
-99.1%
+84.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -5.1% | +10.8% | -16.0% | -5.3% |
| 30D | -6.3% | +0.8% | -7.1% | -6.4% |
| 3M | -0.5% | -20.8% | +20.3% | -0.2% |
| 6M | +3.1% | -41.2% | +44.2% | +3.7% |
| YTD | +6.7% | -44.2% | +50.9% | +7.4% |
| 1Y | -1.1% | -54.2% | +53.0% | -0.3% |
| 3Y | -8.7% | -99.1% | +90.4% | -19.1% |
| All | -14.4% | -99.1% | +84.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling