+800.0%
VGT vs KMB
+14.6%
+785.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -6.5% | +6.3% | +1.2% |
| 30D | -0.4% | -8.8% | +8.4% | +1.5% |
| 3M | +4.4% | -2.2% | +6.6% | +4.4% |
| 6M | +32.1% | +0.7% | +31.4% | +30.9% |
| YTD | +28.8% | +1.0% | +27.7% | +27.2% |
| 1Y | +35.3% | -20.3% | +55.7% | +41.6% |
| 3Y | +124.8% | -13.3% | +138.0% | +124.6% |
| 5Y | +137.9% | -12.9% | +150.9% | +134.8% |
| All | +800.0% | +14.6% | +785.3% | +721.0% |
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