+13.5%
KMB vs VTR
+99.2%
-85.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -6.5% | -0.3% | -6.2% | -6.4% |
| 30D | -8.8% | +1.1% | -9.9% | -9.0% |
| 3M | -2.2% | +7.9% | -10.1% | -3.3% |
| 6M | +0.7% | +6.2% | -5.5% | -0.3% |
| YTD | +1.0% | +17.7% | -16.7% | -1.4% |
| 1Y | -20.3% | +32.9% | -53.2% | -23.6% |
| 3Y | -13.3% | +129.7% | -143.0% | -23.0% |
| 5Y | -12.9% | +89.3% | -102.3% | -21.6% |
| All | +13.5% | +99.2% | -85.7% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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