+68.1%
KMI vs VEEV
+586.3%
-518.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.6% |
| 7D | -1.8% | -7.1% | +5.3% | -0.9% |
| 30D | +0.1% | +11.1% | -11.1% | -1.4% |
| 3M | +1.2% | +55.5% | -54.4% | -4.4% |
| 6M | -3.9% | +33.4% | -37.3% | -7.8% |
| YTD | +17.5% | +16.8% | +0.7% | +14.3% |
| 1Y | +22.6% | -7.7% | +30.4% | +22.8% |
| 3Y | +116.3% | +18.4% | +97.9% | +106.6% |
| 5Y | +157.6% | -14.8% | +172.4% | +152.2% |
| 10Y | +136.6% | +546.5% | -409.9% | +56.9% |
| All | +68.1% | +586.3% | -518.2% | +2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling