+263.7%
KMB vs VNQ
+392.1%
-128.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -5.0% | -2.5% | -2.5% | -4.3% |
| 3M | +6.6% | +1.4% | +5.2% | +6.2% |
| 6M | +1.0% | +4.6% | -3.6% | -0.2% |
| YTD | +6.0% | +10.5% | -4.6% | +3.0% |
| 1Y | -16.6% | +8.4% | -25.0% | -18.5% |
| 3Y | -8.6% | +32.4% | -41.1% | -15.9% |
| 5Y | -10.9% | +5.5% | -16.3% | -13.3% |
| 10Y | +16.8% | +59.1% | -42.3% | +0.1% |
| All | +263.7% | +392.1% | -128.3% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VNQ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling