+318.9%
TER vs KVUE
-17.7%
+336.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +4.1% |
| 7D | +11.0% | -1.9% | +12.9% | +10.9% |
| 30D | -1.9% | -3.3% | +1.4% | -2.0% |
| 3M | -0.7% | +6.0% | -6.6% | -1.0% |
| 6M | +36.4% | +2.3% | +34.0% | +35.8% |
| YTD | +92.4% | +10.3% | +82.1% | +91.9% |
| 1Y | +213.5% | +4.6% | +208.9% | +213.5% |
| 3Y | +277.2% | -2.2% | +279.4% | +280.1% |
| All | +318.9% | -17.7% | +336.6% | +349.3% |
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