+171.7%
SLV vs KVUE
-8.9%
+180.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.3% |
| 7D | -5.0% | -6.1% | +1.1% | -4.9% |
| 30D | -1.8% | -5.6% | +3.8% | -1.7% |
| 3M | -0.3% | -0.3% | +0.1% | -0.3% |
| 6M | -28.2% | +1.4% | -29.6% | -28.2% |
| YTD | -10.7% | +6.7% | -17.5% | -10.6% |
| 1Y | +53.7% | +1.0% | +52.7% | +55.4% |
| All | +171.7% | -8.9% | +180.7% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling