-24.4%
KVUE vs RVMD
+756.6%
-781.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.3% |
| 7D | -6.1% | -3.6% | -2.6% | -6.0% |
| 30D | -5.6% | -1.1% | -4.5% | -5.6% |
| 3M | -0.3% | +41.0% | -41.4% | -1.7% |
| 6M | +1.4% | +105.7% | -104.3% | -2.0% |
| YTD | +6.7% | +155.3% | -148.6% | +1.6% |
| 1Y | +1.0% | +402.7% | -401.8% | -7.7% |
| 3Y | -5.4% | +533.1% | -538.5% | -16.5% |
| All | -24.4% | +756.6% | -781.0% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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