-34.9%
VST vs KMB
+11.9%
-46.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.1% | -18.0% | -12.4% |
| 7D | -15.7% | +0.4% | -16.1% | -15.1% |
| 30D | -17.0% | +14.0% | -31.0% | -14.2% |
| 3M | -15.9% | -1.3% | -14.6% | -15.5% |
| 6M | -25.0% | +16.7% | -41.7% | -24.4% |
| YTD | -25.1% | +12.0% | -37.1% | -22.7% |
| 1Y | -34.9% | +13.6% | -48.5% | -33.5% |
| All | -34.9% | +11.9% | -46.8% | -33.5% |
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