+1,782.5%
KMB vs VSH
+1,674.8%
+107.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.4% | -6.0% | -1.9% |
| 7D | -3.0% | +4.1% | -7.1% | -3.3% |
| 30D | -5.5% | -4.2% | -1.3% | -5.3% |
| 3M | +14.0% | -50.0% | +64.0% | +18.5% |
| 6M | +4.1% | +80.2% | -76.1% | -1.9% |
| YTD | +8.0% | +121.1% | -113.0% | +0.1% |
| 1Y | -13.7% | +112.0% | -125.7% | -20.0% |
| 3Y | -5.9% | +22.5% | -28.5% | -10.5% |
| 5Y | -8.6% | +64.0% | -72.7% | -15.6% |
| 10Y | +17.3% | +170.4% | -153.1% | +1.7% |
| All | +1,782.5% | +1,674.8% | +107.7% | +996.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling