+73.7%
VTI vs KMB
-14.2%
+87.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | 0.0% |
| 7D | -0.4% | -8.6% | +8.3% | +0.9% |
| 30D | -1.6% | -7.5% | +5.9% | -0.6% |
| 3M | +3.6% | -0.6% | +4.2% | +3.4% |
| 6M | +13.0% | -1.5% | +14.6% | +12.9% |
| YTD | +12.7% | +1.6% | +11.1% | +11.9% |
| 1Y | +18.4% | -20.8% | +39.2% | +22.6% |
| 3Y | +76.4% | -12.4% | +88.8% | +76.0% |
| 5Y | +73.7% | -12.9% | +86.6% | +70.1% |
| All | +73.7% | -14.2% | +87.9% | +70.1% |
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