-8.9%
KVUE vs TMF
-42.1%
+33.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.4% |
| 7D | -7.2% | -0.9% | -6.3% | -7.2% |
| 30D | -5.7% | -1.0% | -4.7% | -5.6% |
| 3M | +0.2% | -11.3% | +11.4% | +0.6% |
| 6M | 0.0% | -22.7% | +22.7% | +0.9% |
| YTD | +6.5% | -17.3% | +23.9% | +7.2% |
| 1Y | -1.4% | -22.5% | +21.1% | -0.6% |
| All | -8.9% | -42.1% | +33.2% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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