+13.5%
KMB vs VTEB
+17.9%
-4.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.6% |
| 7D | -6.5% | -0.9% | -5.6% | -5.7% |
| 30D | -8.8% | -2.5% | -6.3% | -6.8% |
| 3M | -2.2% | -3.0% | +0.8% | +0.4% |
| 6M | +0.7% | -2.1% | +2.8% | +2.6% |
| YTD | +1.0% | -1.5% | +2.5% | +2.5% |
| 1Y | -20.3% | +0.2% | -20.5% | -20.2% |
| 3Y | -13.3% | +8.6% | -21.8% | -18.3% |
| 5Y | -12.9% | +1.2% | -14.1% | -13.4% |
| All | +13.5% | +17.9% | -4.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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