+121.6%
KMI vs VLTO
+70.6%
+51.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +6.5% | +1.0% | +5.6% | +6.4% |
| 30D | -3.4% | +17.5% | -20.9% | -5.8% |
| 3M | +0.4% | +21.4% | -21.0% | -2.6% |
| 6M | -0.9% | +38.1% | -39.1% | -6.1% |
| YTD | +20.5% | +19.0% | +1.5% | +17.2% |
| 1Y | +23.2% | +20.7% | +2.5% | +19.3% |
| 3Y | +121.6% | +64.3% | +57.3% | +101.8% |
| All | +121.6% | +70.6% | +51.0% | +101.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling