-77.3%
TTD vs KVUE
-20.4%
-56.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -7.4% | -6.1% | -1.3% | -6.9% |
| 30D | +3.0% | -5.6% | +8.6% | +3.6% |
| 3M | -27.6% | -0.3% | -27.2% | -27.3% |
| 6M | -49.5% | +1.4% | -50.9% | -49.4% |
| YTD | -63.2% | +6.7% | -69.9% | -63.2% |
| 1Y | -69.7% | +1.0% | -70.7% | -69.6% |
| 3Y | -83.3% | -5.4% | -78.0% | -83.2% |
| All | -77.3% | -20.4% | -56.9% | -77.6% |
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