-12.8%
KMB vs VTR
+131.3%
-144.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -8.6% | -2.9% | -5.7% | -7.9% |
| 30D | -7.5% | -2.8% | -4.7% | -6.9% |
| 3M | -0.6% | +9.0% | -9.6% | -2.6% |
| 6M | -1.5% | +5.0% | -6.5% | -2.9% |
| YTD | +1.6% | +16.9% | -15.3% | -2.1% |
| 1Y | -20.8% | +34.3% | -55.1% | -26.0% |
| All | -12.8% | +131.3% | -144.1% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling