+121.6%
KMI vs VCIT
+19.0%
+102.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +6.5% | -1.4% | +8.0% | +7.0% |
| 30D | -3.4% | +0.6% | -4.0% | -3.7% |
| 3M | +0.4% | -2.2% | +2.6% | +1.1% |
| 6M | -0.9% | -2.3% | +1.4% | -0.2% |
| YTD | +20.5% | -2.2% | +22.7% | +21.3% |
| 1Y | +23.2% | -1.4% | +24.5% | +23.4% |
| 3Y | +121.6% | +18.7% | +102.9% | +107.0% |
| All | +121.6% | +19.0% | +102.6% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling