-11.6%
KMB vs VG
-39.3%
+27.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.0% | +1.7% | -4.7% | -3.0% |
| 30D | -5.5% | +16.0% | -21.5% | -4.9% |
| 3M | +14.0% | +9.7% | +4.3% | +14.6% |
| 6M | +4.1% | +29.6% | -25.5% | +4.9% |
| YTD | +8.0% | +112.0% | -104.0% | +9.4% |
| 1Y | -13.7% | +12.8% | -26.5% | -13.7% |
| All | -11.6% | -39.3% | +27.7% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 all: compounded portfolio wealth divided by compounded VG 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…
all analysis · Full analysis span regression · 6 months rolling