-29.9%
VST vs KMB
+12.2%
-42.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -2.4% |
| 7D | -6.0% | +6.0% | -12.1% | -3.7% |
| 30D | -18.8% | +13.5% | -32.3% | -15.6% |
| 3M | -8.0% | +3.8% | -11.8% | -6.3% |
| 6M | -10.9% | +15.6% | -26.5% | -9.0% |
| YTD | -18.3% | +14.0% | -32.3% | -14.2% |
| 1Y | -29.9% | +12.9% | -42.9% | -26.8% |
| All | -29.9% | +12.2% | -42.1% | -26.8% |
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