+85.8%
VSH vs KIM
+31.2%
+54.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.2% |
| 7D | -1.6% | +2.8% | -4.3% | 0.0% |
| 30D | -21.3% | +15.9% | -37.2% | -15.0% |
| 3M | -18.9% | +7.8% | -26.7% | -14.6% |
| 6M | -21.4% | +11.9% | -33.3% | -18.4% |
| YTD | +86.8% | +31.0% | +55.8% | +87.7% |
| 1Y | +85.8% | +32.3% | +53.4% | +84.4% |
| All | +85.8% | +31.2% | +54.5% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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