-0.6%
KMB vs VO
+32.6%
-33.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | +0.5% | -2.6% | +3.0% | +1.1% |
| 30D | +12.4% | -0.9% | +13.3% | +12.6% |
| 3M | +1.0% | -3.0% | +4.0% | +1.8% |
| 6M | +12.1% | +2.2% | +9.9% | +11.4% |
| YTD | +11.6% | +10.6% | +1.1% | +8.6% |
| 1Y | +13.1% | +12.5% | +0.6% | +9.6% |
| 3Y | +1.6% | +61.4% | -59.8% | -10.8% |
| All | -0.6% | +32.6% | -33.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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