+103.9%
KMI vs VCIT
+78.9%
+25.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -10.8% | +0.1% | -10.9% | -10.8% |
| 30D | -5.0% | +1.9% | -6.9% | -5.9% |
| 3M | -3.4% | -1.4% | -1.9% | -2.7% |
| 6M | -3.4% | -2.1% | -1.3% | -2.5% |
| YTD | +13.1% | -1.6% | +14.7% | +13.9% |
| 1Y | +19.0% | -0.9% | +19.9% | +19.4% |
| 3Y | +106.1% | +20.0% | +86.2% | +87.4% |
| 5Y | +130.1% | +3.1% | +126.9% | +122.8% |
| 10Y | +151.9% | +28.7% | +123.2% | +146.2% |
| All | +103.9% | +78.9% | +25.0% | +100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling