-24.5%
KVUE vs XRT
+46.6%
-71.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.4% |
| 7D | -5.1% | -3.2% | -1.9% | -4.3% |
| 30D | -6.3% | -4.5% | -1.8% | -5.2% |
| 3M | -0.5% | -3.1% | +2.6% | +0.3% |
| 6M | +3.1% | +4.2% | -1.1% | +2.1% |
| YTD | +6.7% | -0.1% | +6.8% | +6.6% |
| 1Y | -1.1% | -3.0% | +1.9% | -0.7% |
| 3Y | -8.7% | +41.8% | -50.5% | -16.6% |
| All | -24.5% | +46.6% | -71.1% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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