+8.6%
VRT vs KMB
+12.6%
-4.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.7% |
| 7D | -17.7% | +6.0% | -23.7% | -14.7% |
| 30D | -20.0% | +13.5% | -33.5% | -14.5% |
| 3M | -28.1% | +3.8% | -31.8% | -25.9% |
| 6M | -42.8% | +15.6% | -58.4% | -39.0% |
| YTD | +20.0% | +14.0% | +5.9% | +32.4% |
| All | +8.6% | +12.6% | -4.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling