-22.0%
VST vs KMB
+9.5%
-31.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -0.3% |
| 7D | +6.6% | +0.9% | +5.7% | +6.9% |
| 30D | -12.4% | +10.1% | -22.5% | -9.7% |
| 3M | -9.0% | 0.0% | -9.0% | -8.3% |
| 6M | -6.4% | +15.7% | -22.1% | -4.9% |
| YTD | -17.2% | +12.6% | -29.8% | -13.1% |
| 1Y | -22.0% | +10.1% | -32.2% | -18.8% |
| All | -22.0% | +9.5% | -31.6% | -18.8% |
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