+280.4%
QLD vs KVUE
-20.6%
+301.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.4% |
| 7D | +1.9% | -7.2% | +9.1% | +2.4% |
| 30D | -1.8% | -5.7% | +3.9% | -1.4% |
| 3M | -0.1% | +0.2% | -0.2% | -0.3% |
| 6M | +32.6% | 0.0% | +32.5% | +32.2% |
| YTD | +27.9% | +6.5% | +21.4% | +26.7% |
| 1Y | +40.3% | -1.4% | +41.7% | +40.3% |
| 3Y | +182.5% | -5.6% | +188.1% | +182.5% |
| All | +280.4% | -20.6% | +301.0% | +292.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling