-14.8%
KMB vs VTRS
+66.3%
-81.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -4.2% | +3.3% | -7.5% | -4.7% |
| 30D | -6.6% | -3.6% | -2.9% | -6.1% |
| 3M | +12.6% | +7.0% | +5.7% | +11.5% |
| 6M | +2.9% | +17.5% | -14.6% | +0.3% |
| YTD | +6.8% | +38.8% | -32.0% | +3.6% |
| 1Y | -14.8% | +69.2% | -84.0% | -18.3% |
| All | -14.8% | +66.3% | -81.1% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling