-24.6%
KVUE vs MOS
-31.4%
+6.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.4% |
| 7D | -7.2% | +1.7% | -8.9% | -7.4% |
| 30D | -5.7% | +11.7% | -17.4% | -6.9% |
| 3M | +0.2% | +23.2% | -23.0% | -2.4% |
| 6M | 0.0% | -1.6% | +1.7% | -0.4% |
| YTD | +6.5% | +10.8% | -4.3% | +4.2% |
| 1Y | -1.4% | -16.2% | +14.8% | -0.2% |
| 3Y | -5.6% | -24.2% | +18.6% | -4.6% |
| All | -24.6% | -31.4% | +6.8% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling