+129.5%
KMI vs VEEV
+556.2%
-426.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -1.7% | -4.6% | +2.9% | -1.3% |
| 30D | -2.7% | +8.6% | -11.4% | -3.7% |
| 3M | -0.7% | +62.4% | -63.1% | -5.8% |
| 6M | -5.0% | +40.3% | -45.2% | -8.7% |
| YTD | +15.5% | +17.5% | -2.1% | +12.9% |
| 1Y | +16.4% | -6.1% | +22.5% | +16.7% |
| 3Y | +114.2% | +16.7% | +97.5% | +106.5% |
| 5Y | +153.3% | -13.3% | +166.6% | +148.9% |
| All | +129.5% | +556.2% | -426.6% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 10y: compounded portfolio wealth divided by compounded VEEV 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…
10y analysis · Full analysis span regression · 6 months rolling