+13.5%
KMB vs VNQ
+64.0%
-50.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.6% |
| 7D | -6.5% | -1.3% | -5.2% | -6.0% |
| 30D | -8.8% | -2.6% | -6.2% | -7.8% |
| 3M | -2.2% | -2.0% | -0.2% | -1.2% |
| 6M | +0.7% | +4.3% | -3.7% | -1.0% |
| YTD | +1.0% | +9.2% | -8.2% | -2.5% |
| 1Y | -20.3% | +5.6% | -25.9% | -22.0% |
| 3Y | -13.3% | +30.8% | -44.1% | -23.0% |
| 5Y | -12.9% | +8.0% | -20.9% | -17.3% |
| All | +13.5% | +64.0% | -50.6% | -15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling