-14.8%
KMB vs VCIT
+1.3%
-16.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -4.2% | -0.3% | -3.8% | -3.8% |
| 30D | -6.6% | -0.8% | -5.8% | -5.7% |
| 3M | +12.6% | -1.0% | +13.6% | +14.0% |
| 6M | +2.9% | -1.8% | +4.7% | +5.3% |
| YTD | +6.8% | -0.7% | +7.5% | +8.1% |
| 1Y | -14.8% | +1.0% | -15.7% | -15.3% |
| All | -14.8% | +1.3% | -16.0% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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