-11.8%
TLT vs KVUE
-20.4%
+8.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.6% | -5.1% | +3.5% | -1.5% |
| 30D | -1.1% | -6.3% | +5.2% | -1.0% |
| 3M | -4.9% | -0.5% | -4.3% | -4.8% |
| 6M | -5.0% | +3.1% | -8.1% | -5.1% |
| YTD | -4.4% | +6.7% | -11.1% | -4.5% |
| 1Y | -6.4% | -1.1% | -5.2% | -6.2% |
| 3Y | -2.0% | -8.7% | +6.8% | -1.3% |
| All | -11.8% | -20.4% | +8.7% | -12.3% |
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 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