+138.1%
SCHW vs KVUE
-20.4%
+158.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.9% | -5.1% | +3.3% | -1.4% |
| 30D | -1.6% | -6.3% | +4.7% | -1.0% |
| 3M | +21.3% | -0.5% | +21.8% | +21.3% |
| 6M | +16.5% | +3.1% | +13.4% | +16.1% |
| YTD | +8.4% | +6.7% | +1.7% | +7.6% |
| 1Y | +15.6% | -1.1% | +16.8% | +15.9% |
| 3Y | +86.8% | -8.7% | +95.6% | +88.5% |
| All | +138.1% | -20.4% | +158.6% | +148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling