-18.7%
TOST vs KVUE
-1.5%
-17.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | -1.8% |
| 7D | -4.7% | -7.2% | +2.5% | -3.3% |
| 30D | -9.1% | -5.7% | -3.4% | -8.0% |
| 3M | +29.8% | +0.2% | +29.6% | +30.3% |
| 6M | +10.0% | 0.0% | +10.0% | +10.4% |
| YTD | -8.6% | +6.5% | -15.1% | -9.4% |
| All | -18.7% | -1.5% | -17.2% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling