+161.1%
VEA vs KMB
+14.6%
+146.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.5% | -6.5% | +5.0% | 0.0% |
| 30D | -0.8% | -8.8% | +8.0% | +1.1% |
| 3M | +2.5% | -2.2% | +4.7% | +2.6% |
| 6M | +11.1% | +0.7% | +10.5% | +10.4% |
| YTD | +17.2% | +1.0% | +16.1% | +16.2% |
| 1Y | +24.5% | -20.3% | +44.8% | +30.1% |
| 3Y | +75.4% | -13.3% | +88.7% | +77.6% |
| 5Y | +61.1% | -12.9% | +74.0% | +61.6% |
| All | +161.1% | +14.6% | +146.4% | +150.8% |
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