+1,746.1%
KMB vs VTRS
+557.1%
+1,189.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.8% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -5.0% | +1.9% | -6.9% | -5.2% |
| 3M | +6.6% | +5.1% | +1.5% | +6.0% |
| 6M | +1.0% | +20.1% | -19.1% | -1.1% |
| YTD | +6.0% | +36.6% | -30.6% | +2.3% |
| 1Y | -16.6% | +64.1% | -80.7% | -21.1% |
| 3Y | -8.6% | +86.4% | -95.0% | -15.5% |
| 5Y | -10.9% | +40.9% | -51.7% | -16.2% |
| 10Y | +16.8% | -48.7% | +65.6% | +17.3% |
| All | +1,746.1% | +557.1% | +1,189.0% | +1,031.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling