-21.9%
KVUE vs OVV
+110.1%
-132.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.8% |
| 7D | -1.9% | -3.7% | +1.8% | -1.8% |
| 30D | -3.3% | +8.0% | -11.3% | -3.6% |
| 3M | +6.0% | +11.3% | -5.3% | +5.5% |
| 6M | +2.3% | +24.0% | -21.7% | +0.8% |
| YTD | +10.3% | +65.3% | -55.0% | +6.2% |
| 1Y | +4.6% | +60.2% | -55.6% | +0.7% |
| 3Y | -2.2% | +46.9% | -49.1% | -6.6% |
| All | -21.9% | +110.1% | -132.0% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded OVV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling