+61.1%
RSP vs KVUE
-20.4%
+81.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | -5.1% | +3.2% | -1.2% |
| 30D | -2.8% | -6.3% | +3.5% | -2.0% |
| 3M | +2.8% | -0.5% | +3.3% | +2.9% |
| 6M | +10.2% | +3.1% | +7.1% | +9.7% |
| YTD | +13.1% | +6.7% | +6.4% | +12.1% |
| 1Y | +14.8% | -1.1% | +15.9% | +14.9% |
| 3Y | +52.6% | -8.7% | +61.4% | +53.1% |
| All | +61.1% | -20.4% | +81.6% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling