+2,122.6%
VGT vs KMB
+331.6%
+1,791.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +3.5% |
| 7D | -1.6% | +0.1% | -1.6% | -1.7% |
| 30D | -10.1% | +10.2% | -20.3% | -13.8% |
| 3M | -5.3% | +1.5% | -6.7% | -6.4% |
| 6M | +0.2% | +16.6% | -16.4% | -7.2% |
| YTD | +21.1% | +12.1% | +9.0% | +13.3% |
| 1Y | +18.2% | +11.1% | +7.1% | +10.8% |
| 3Y | +107.4% | +1.9% | +105.5% | +93.5% |
| 5Y | +111.5% | -1.3% | +112.8% | +97.2% |
| 10Y | +735.5% | +37.8% | +697.8% | +521.6% |
| All | +2,122.6% | +331.6% | +1,791.0% | +760.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling