+130.8%
KMI vs VLTO
+26.2%
+104.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +2.0% |
| 7D | -0.4% | -1.6% | +1.2% | -0.1% |
| 30D | +3.7% | -2.9% | +6.5% | +4.1% |
| 3M | +3.2% | +12.7% | -9.5% | +1.0% |
| 6M | -3.0% | +1.6% | -4.6% | -3.3% |
| YTD | +19.7% | -4.0% | +23.6% | +20.2% |
| 1Y | +25.6% | -10.2% | +35.8% | +28.0% |
| All | +130.8% | +26.2% | +104.6% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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