+111.9%
KMI vs VGT
+1,582.2%
-1,470.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -1.8% | +1.5% | -3.2% | -2.5% |
| 30D | +0.1% | +0.5% | -0.5% | -0.3% |
| 3M | +1.2% | +5.3% | -4.1% | -2.2% |
| 6M | -3.9% | +32.4% | -36.4% | -18.1% |
| YTD | +17.5% | +28.6% | -11.1% | +1.3% |
| 1Y | +22.6% | +37.6% | -15.0% | +1.5% |
| 3Y | +116.3% | +125.5% | -9.2% | +32.1% |
| 5Y | +157.6% | +135.2% | +22.4% | +47.8% |
| 10Y | +136.6% | +812.9% | -676.3% | -49.3% |
| All | +111.9% | +1,582.2% | -1,470.3% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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