-16.6%
KMB vs VSH
+105.2%
-121.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.0% |
| 7D | -2.7% | +6.2% | -8.9% | -2.5% |
| 30D | -5.0% | -11.1% | +6.1% | -5.4% |
| 3M | +6.6% | -44.9% | +51.5% | +4.9% |
| 6M | +1.0% | +90.0% | -89.0% | -4.4% |
| YTD | +6.0% | +118.8% | -112.8% | -0.1% |
| 1Y | -16.6% | +109.0% | -125.6% | -22.1% |
| All | -16.6% | +105.2% | -121.9% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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