-24.4%
KVUE vs ROIV
+386.2%
-410.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.3% |
| 7D | -6.1% | +19.0% | -25.1% | -6.5% |
| 30D | -5.6% | +16.1% | -21.7% | -5.9% |
| 3M | -0.3% | +44.1% | -44.4% | -1.4% |
| 6M | +1.4% | +37.8% | -36.5% | +0.3% |
| YTD | +6.7% | +88.7% | -81.9% | +4.4% |
| 1Y | +1.0% | +197.3% | -196.4% | -3.1% |
| 3Y | -5.4% | +224.9% | -230.3% | -11.1% |
| All | -24.4% | +386.2% | -410.7% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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