+918.2%
VZ vs KMB
+1,925.1%
-1,006.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.6% |
| 7D | +5.6% | +0.4% | +5.2% | +5.4% |
| 30D | +1.9% | +14.1% | -12.3% | -2.5% |
| 3M | +0.8% | -0.5% | +1.3% | +0.7% |
| 6M | +0.6% | +16.6% | -16.0% | -4.7% |
| YTD | +20.8% | +13.7% | +7.1% | +15.0% |
| 1Y | +23.9% | +16.1% | +7.9% | +17.2% |
| 3Y | +55.7% | +4.7% | +51.0% | +50.9% |
| 5Y | +21.5% | +1.5% | +20.0% | +18.0% |
| 10Y | +68.5% | +40.5% | +27.9% | +44.9% |
| All | +918.2% | +1,925.1% | -1,006.9% | +282.1% |
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 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