+2,723.0%
VRT vs KMB
+25.9%
+2,697.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.3% |
| 7D | +9.1% | -3.0% | +12.2% | +9.0% |
| 30D | +0.9% | -5.5% | +6.4% | +0.8% |
| 3M | -13.4% | +14.0% | -27.4% | -13.7% |
| 6M | +11.7% | +4.1% | +7.6% | +11.5% |
| YTD | +73.2% | +8.0% | +65.2% | +72.9% |
| 1Y | +123.4% | -13.7% | +137.2% | +124.7% |
| 3Y | +606.2% | -5.9% | +612.1% | +589.2% |
| 5Y | +899.9% | -8.6% | +908.5% | +872.3% |
| All | +2,723.0% | +25.9% | +2,697.1% | +2,568.7% |
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