+38.3%
KMB vs VEU
+149.9%
-111.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +0.9% | +2.1% | -1.2% | +0.3% |
| 30D | +10.1% | -0.9% | +11.0% | +10.3% |
| 3M | 0.0% | -5.4% | +5.4% | +1.7% |
| 6M | +15.7% | -1.8% | +17.5% | +15.9% |
| YTD | +12.6% | +10.9% | +1.7% | +8.1% |
| 1Y | +10.1% | +13.6% | -3.4% | +4.8% |
| 3Y | +2.1% | +69.3% | -67.1% | -16.1% |
| 5Y | -0.7% | +48.1% | -48.8% | -14.9% |
| All | +38.3% | +149.9% | -111.6% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling