-20.4%
KVUE vs TMF
-59.6%
+39.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | -2.2% | -1.4% | -0.8% | -2.2% |
| 30D | -3.7% | -2.8% | -0.8% | -3.6% |
| 3M | +12.3% | -10.9% | +23.2% | +12.7% |
| 6M | +5.4% | -21.3% | +26.7% | +6.1% |
| YTD | +12.4% | -15.9% | +28.3% | +13.0% |
| 1Y | -4.4% | -15.7% | +11.4% | -4.1% |
| 3Y | -7.5% | -43.4% | +35.8% | -8.1% |
| All | -20.4% | -59.6% | +39.1% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling