+7.2%
KMI vs VG
-51.4%
+58.6%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -10.8% | -22.0% | +11.3% | -8.3% |
| 30D | -5.0% | -11.6% | +6.6% | -3.8% |
| 3M | -3.4% | -14.9% | +11.5% | -1.9% |
| 6M | -3.4% | -3.5% | +0.1% | -3.7% |
| YTD | +13.1% | +70.0% | -56.9% | +3.7% |
| 1Y | +19.0% | +50.0% | -31.0% | +10.3% |
| All | +7.2% | -51.4% | +58.6% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling