+2,072.9%
VGT vs KMB
+333.9%
+1,739.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.5% |
| 7D | +2.5% | +0.9% | +1.5% | +2.1% |
| 30D | -9.5% | +10.1% | -19.6% | -13.1% |
| 3M | -9.5% | 0.0% | -9.5% | -10.1% |
| 6M | -1.8% | +15.7% | -17.5% | -8.7% |
| YTD | +18.4% | +12.6% | +5.7% | +10.5% |
| 1Y | +18.7% | +10.1% | +8.6% | +11.8% |
| 3Y | +103.8% | +2.1% | +101.7% | +90.0% |
| 5Y | +104.4% | -0.7% | +105.0% | +90.1% |
| 10Y | +716.9% | +38.5% | +678.4% | +506.4% |
| All | +2,072.9% | +333.9% | +1,739.1% | +738.9% |
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