+135.2%
VGT vs KMB
-14.2%
+149.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | 0.0% |
| 7D | +1.5% | -8.6% | +10.1% | +1.7% |
| 30D | +0.5% | -7.5% | +8.1% | +0.8% |
| 3M | +5.3% | -0.6% | +5.9% | +5.0% |
| 6M | +32.4% | -1.5% | +34.0% | +32.3% |
| YTD | +28.6% | +1.6% | +27.0% | +28.0% |
| 1Y | +37.6% | -20.8% | +58.4% | +40.4% |
| 3Y | +125.5% | -12.4% | +137.9% | +122.4% |
| 5Y | +135.2% | -12.9% | +148.1% | +126.0% |
| All | +135.2% | -14.2% | +149.4% | +126.0% |
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 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