+2,267.4%
VGT vs KMB
+316.1%
+1,951.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.9% |
| 7D | +1.0% | -3.0% | +4.0% | +2.2% |
| 30D | +1.3% | -5.5% | +6.8% | +3.4% |
| 3M | -1.1% | +14.0% | -15.1% | -7.1% |
| 6M | +32.6% | +4.1% | +28.5% | +29.0% |
| YTD | +29.0% | +8.0% | +20.9% | +23.1% |
| 1Y | +39.7% | -13.7% | +53.4% | +45.1% |
| 3Y | +120.9% | -5.9% | +126.9% | +114.3% |
| 5Y | +133.6% | -8.6% | +142.2% | +126.3% |
| 10Y | +792.6% | +17.3% | +775.3% | +627.7% |
| All | +2,267.4% | +316.1% | +1,951.2% | +834.1% |
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