-24.5%
KVUE vs RVTY
-3.8%
-20.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.8% | -0.3% |
| 7D | -5.1% | -4.5% | -0.6% | -4.7% |
| 30D | -6.3% | +5.5% | -11.8% | -6.8% |
| 3M | -0.5% | +22.5% | -23.0% | -2.5% |
| 6M | +3.1% | +38.9% | -35.8% | -0.5% |
| YTD | +6.7% | +28.7% | -22.1% | +3.4% |
| 1Y | -1.1% | +45.5% | -46.6% | -5.8% |
| 3Y | -8.7% | +16.4% | -25.1% | -11.7% |
| All | -24.5% | -3.8% | -20.7% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling