+294.5%
VTI vs KMB
+15.0%
+279.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -7.7% | +5.7% | 0.0% |
| 30D | -1.9% | -8.2% | +6.3% | +0.2% |
| 3M | +4.5% | -1.9% | +6.4% | +4.7% |
| 6M | +12.6% | -0.7% | +13.3% | +12.1% |
| YTD | +12.0% | +1.4% | +10.6% | +10.7% |
| 1Y | +17.3% | -19.1% | +36.5% | +23.2% |
| 3Y | +75.3% | -12.6% | +87.9% | +76.6% |
| 5Y | +74.0% | -12.7% | +86.7% | +73.5% |
| All | +294.5% | +15.0% | +279.5% | +265.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling