-24.5%
KVUE vs QS
-14.8%
-9.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.1% |
| 7D | -5.1% | -3.6% | -1.5% | -5.1% |
| 30D | -6.3% | -17.2% | +10.9% | -6.3% |
| 3M | -0.5% | -27.0% | +26.5% | -0.4% |
| 6M | +3.1% | -24.6% | +27.7% | +3.0% |
| YTD | +6.7% | -49.3% | +56.0% | +6.7% |
| 1Y | -1.1% | -40.3% | +39.2% | -1.4% |
| 3Y | -8.7% | -23.8% | +15.1% | -10.3% |
| All | -24.5% | -14.8% | -9.7% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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