+62.1%
VEA vs KMB
-9.5%
+71.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.1% |
| 7D | +1.9% | -2.7% | +4.6% | +2.3% |
| 30D | +0.8% | -5.0% | +5.8% | +1.5% |
| 3M | +5.7% | +6.6% | -0.9% | +4.3% |
| 6M | +13.3% | +1.0% | +12.3% | +12.7% |
| YTD | +18.4% | +6.0% | +12.4% | +16.8% |
| 1Y | +27.0% | -16.6% | +43.6% | +30.5% |
| 3Y | +79.3% | -8.6% | +87.9% | +79.1% |
| 5Y | +62.1% | -10.9% | +73.0% | +57.8% |
| All | +62.1% | -9.5% | +71.7% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling