+2.9%
KVUE vs SCHG
+12.1%
-9.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -4.4% | -0.8% | -3.6% | -4.4% |
| 30D | -6.7% | -1.5% | -5.2% | -6.7% |
| 3M | -0.2% | +5.6% | -5.8% | 0.0% |
| 6M | +4.8% | +18.1% | -13.3% | +4.2% |
| YTD | +7.5% | +8.3% | -0.8% | +6.1% |
| All | +2.9% | +12.1% | -9.3% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling