+67.2%
VTI vs KMB
-1.6%
+68.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -1.9% | +10.2% | -12.1% | -3.3% |
| 3M | -1.4% | +1.5% | -2.9% | -1.7% |
| 6M | +3.5% | +16.6% | -13.2% | +0.9% |
| YTD | +12.6% | +12.1% | +0.5% | +10.2% |
| 1Y | +12.7% | +11.1% | +1.7% | +10.5% |
| 3Y | +78.8% | +1.9% | +76.9% | +72.7% |
| 5Y | +67.2% | -1.3% | +68.4% | +58.8% |
| All | +67.2% | -1.6% | +68.7% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling