-8.9%
KVUE vs STT
+195.2%
-204.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -7.2% | +1.0% | -8.2% | -7.4% |
| 30D | -5.7% | +2.8% | -8.5% | -6.3% |
| 3M | +0.2% | +18.1% | -18.0% | -3.5% |
| 6M | 0.0% | +59.2% | -59.2% | -10.2% |
| YTD | +6.5% | +51.5% | -45.0% | -3.5% |
| 1Y | -1.4% | +75.7% | -77.1% | -14.1% |
| All | -8.9% | +195.2% | -204.1% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling