+184.2%
QLD vs KVUE
-0.1%
+184.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | 0.0% |
| 7D | +3.0% | -1.9% | +4.9% | +3.1% |
| 30D | -1.8% | -3.3% | +1.5% | -1.6% |
| 3M | -1.8% | +6.0% | -7.8% | -2.4% |
| 6M | +36.9% | +2.3% | +34.6% | +36.4% |
| YTD | +28.7% | +10.3% | +18.3% | +27.2% |
| 1Y | +41.9% | +4.6% | +37.3% | +41.2% |
| 3Y | +184.2% | -2.2% | +186.4% | +188.5% |
| All | +184.2% | -0.1% | +184.3% | +188.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling