-12.7%
KMB vs VTRS
+40.7%
-53.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -7.7% | -3.3% | -4.4% | -7.3% |
| 30D | -8.2% | +1.4% | -9.6% | -8.4% |
| 3M | -1.9% | +4.6% | -6.5% | -2.4% |
| 6M | -0.7% | +18.1% | -18.7% | -2.7% |
| YTD | +1.4% | +34.7% | -33.3% | -2.2% |
| 1Y | -19.1% | +65.6% | -84.8% | -23.8% |
| 3Y | -12.6% | +83.8% | -96.4% | -19.8% |
| 5Y | -12.7% | +46.5% | -59.1% | -20.4% |
| All | -12.7% | +40.7% | -53.3% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling