+960.3%
VTI vs KMB
+349.4%
+610.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | +0.1% | -3.0% | +3.1% | +1.4% |
| 30D | 0.0% | -5.5% | +5.5% | +2.4% |
| 3M | +2.0% | +14.0% | -12.0% | -4.5% |
| 6M | +13.0% | +4.1% | +8.9% | +9.9% |
| YTD | +13.9% | +8.0% | +5.9% | +8.6% |
| 1Y | +20.0% | -13.7% | +33.7% | +25.5% |
| 3Y | +75.8% | -5.9% | +81.7% | +72.1% |
| 5Y | +73.8% | -8.6% | +82.5% | +69.9% |
| 10Y | +297.5% | +17.3% | +280.2% | +223.8% |
| All | +960.3% | +349.4% | +610.9% | +288.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling