+397.6%
VRT vs KMB
+0.4%
+397.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +0.8% |
| 7D | +18.6% | -3.0% | +21.6% | +16.8% |
| 30D | -11.7% | +9.1% | -20.7% | -7.3% |
| 3M | -27.3% | -0.4% | -26.9% | -26.6% |
| 6M | -42.9% | +13.0% | -55.8% | -38.7% |
| YTD | +29.5% | +10.3% | +19.1% | +37.9% |
| 1Y | +21.0% | +8.2% | +12.8% | +28.0% |
| All | +397.6% | +0.4% | +397.2% | +394.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling