+3.6%
KMB vs VLTO
+56.3%
-52.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.1% |
| 7D | +6.0% | +1.6% | +4.4% | +5.6% |
| 30D | +13.5% | +22.0% | -8.5% | +8.2% |
| 3M | +3.8% | +21.9% | -18.1% | -1.1% |
| 6M | +15.6% | +36.5% | -20.9% | +7.6% |
| YTD | +14.0% | +19.0% | -5.0% | +8.7% |
| 1Y | +12.9% | +21.0% | -8.0% | +7.2% |
| 3Y | +3.7% | +69.9% | -66.2% | -7.0% |
| All | +3.6% | +56.3% | -52.8% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling