+40.3%
QLD vs KVUE
+0.6%
+39.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.9% |
| 7D | +1.9% | -7.2% | +9.1% | +1.2% |
| 30D | -1.8% | -5.7% | +3.9% | -2.3% |
| 3M | -0.1% | +0.2% | -0.2% | -0.2% |
| 6M | +32.6% | 0.0% | +32.5% | +32.3% |
| YTD | +27.9% | +6.5% | +21.4% | +28.2% |
| 1Y | +40.3% | -1.4% | +41.7% | +38.0% |
| All | +40.3% | +0.6% | +39.7% | +38.0% |
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