+3.5%
KMB vs VCIT
+19.8%
-16.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | +0.4% | +0.5% | -0.1% | -0.1% |
| 30D | +14.1% | +2.1% | +12.1% | +11.9% |
| 3M | -0.5% | -1.6% | +1.1% | +0.9% |
| 6M | +16.6% | -1.6% | +18.2% | +18.2% |
| YTD | +13.7% | -1.5% | +15.2% | +15.3% |
| 1Y | +16.1% | -0.4% | +16.4% | +16.5% |
| All | +3.5% | +19.8% | -16.4% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling