+154.7%
KMI vs VCIT
+4.1%
+150.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | +0.9% | -0.8% | +1.7% | +1.3% |
| 3M | 0.0% | -1.0% | +1.0% | +0.4% |
| 6M | -5.7% | -1.8% | -3.9% | -4.9% |
| YTD | +17.5% | -0.7% | +18.2% | +17.8% |
| 1Y | +22.3% | +1.0% | +21.3% | +21.4% |
| 3Y | +111.9% | +18.8% | +93.1% | +92.1% |
| All | +154.7% | +4.1% | +150.6% | +115.2% |
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