+72.7%
VOO vs KMB
+2.6%
+70.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.9% | +1.9% |
| 7D | +0.1% | +3.4% | -3.3% | -0.4% |
| 30D | -3.3% | +14.7% | -18.0% | -5.2% |
| 3M | -2.4% | +3.3% | -5.7% | -2.9% |
| 6M | +2.6% | +16.8% | -14.2% | 0.0% |
| YTD | +11.3% | +15.2% | -3.9% | +8.5% |
| 1Y | +13.4% | +13.3% | +0.1% | +10.9% |
| 3Y | +80.3% | +5.4% | +74.8% | +73.0% |
| 5Y | +72.7% | +2.7% | +70.0% | +64.1% |
| All | +72.7% | +2.6% | +70.1% | +64.1% |
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 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