+316.8%
TER vs KVUE
-20.4%
+337.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | +9.4% | -6.1% | +15.5% | +9.1% |
| 30D | -2.4% | -5.6% | +3.1% | -2.6% |
| 3M | +6.5% | -0.3% | +6.9% | +6.2% |
| 6M | +23.2% | +1.4% | +21.8% | +22.5% |
| YTD | +91.5% | +6.7% | +84.7% | +90.7% |
| 1Y | +214.8% | +1.0% | +213.9% | +214.5% |
| 3Y | +275.3% | -5.4% | +280.7% | +277.7% |
| All | +316.8% | -20.4% | +337.2% | +346.5% |
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