+12.9%
KMB vs VIG
+17.3%
-4.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | +6.0% | +1.0% | +5.1% | +5.0% |
| 30D | +13.5% | +4.5% | +9.0% | +10.1% |
| 3M | +3.8% | +2.1% | +1.7% | +1.9% |
| 6M | +15.6% | +10.5% | +5.1% | +9.7% |
| YTD | +14.0% | +15.1% | -1.1% | +5.9% |
| 1Y | +12.9% | +16.9% | -3.9% | +4.2% |
| All | +12.9% | +17.3% | -4.3% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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