-13.0%
KMB vs VTEB
+8.2%
-21.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.6% |
| 7D | -7.7% | -1.2% | -6.4% | -6.3% |
| 30D | -8.2% | -2.9% | -5.3% | -5.1% |
| 3M | -1.9% | -3.2% | +1.3% | +1.8% |
| 6M | -0.7% | -2.6% | +2.0% | +2.5% |
| YTD | +1.4% | -1.8% | +3.2% | +3.9% |
| 1Y | -19.1% | +0.2% | -19.3% | -18.5% |
| All | -13.0% | +8.2% | -21.2% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling