+91.9%
PGR vs KVUE
-19.9%
+111.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.4% |
| 7D | +0.9% | -4.4% | +5.4% | +1.7% |
| 30D | +5.4% | -6.7% | +12.2% | +6.6% |
| 3M | +8.9% | -0.2% | +9.0% | +9.0% |
| 6M | +7.8% | +4.8% | +3.0% | +7.2% |
| YTD | +3.3% | +7.5% | -4.1% | +2.4% |
| 1Y | -5.2% | -1.1% | -4.0% | -5.2% |
| 3Y | +73.2% | -6.7% | +79.9% | +72.0% |
| All | +91.9% | -19.9% | +111.8% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling