+146.4%
KMI vs VCIT
+3.7%
+142.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +6.5% | -1.4% | +8.0% | +7.2% |
| 30D | -3.4% | +0.6% | -4.0% | -3.8% |
| 3M | +0.4% | -2.2% | +2.6% | +1.4% |
| 6M | -0.9% | -2.3% | +1.4% | +0.1% |
| YTD | +20.5% | -2.2% | +22.7% | +21.6% |
| 1Y | +23.2% | -1.4% | +24.5% | +23.7% |
| 3Y | +121.6% | +18.7% | +102.9% | +100.4% |
| All | +146.4% | +3.7% | +142.7% | +105.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling