+158.3%
VEA vs KMB
+15.0%
+143.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -2.1% | -7.7% | +5.6% | -0.4% |
| 30D | -1.1% | -8.2% | +7.1% | +0.7% |
| 3M | +5.1% | -1.9% | +7.0% | +5.2% |
| 6M | +9.8% | -0.7% | +10.4% | +9.4% |
| YTD | +15.9% | +1.4% | +14.6% | +14.9% |
| 1Y | +24.6% | -19.1% | +43.7% | +29.6% |
| 3Y | +75.5% | -12.6% | +88.1% | +77.4% |
| 5Y | +59.4% | -12.7% | +72.0% | +59.8% |
| All | +158.3% | +15.0% | +143.3% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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