+289.6%
VTI vs KMB
+39.0%
+250.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.9% |
| 7D | +2.5% | +0.9% | +1.6% | +2.3% |
| 30D | -1.5% | +10.1% | -11.6% | -4.1% |
| 3M | -3.2% | 0.0% | -3.2% | -3.5% |
| 6M | +2.3% | +15.7% | -13.4% | -2.3% |
| YTD | +11.6% | +12.6% | -1.0% | +7.1% |
| 1Y | +13.8% | +10.1% | +3.6% | +9.8% |
| 3Y | +77.4% | +2.1% | +75.3% | +70.5% |
| 5Y | +64.6% | -0.7% | +65.2% | +58.0% |
| All | +289.6% | +39.0% | +250.6% | +241.4% |
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