+127.1%
KMI vs VLTO
+56.3%
+70.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -5.1% | +1.6% | -6.7% | -5.3% |
| 30D | -3.1% | +22.0% | -25.1% | -5.9% |
| 3M | +0.2% | +21.9% | -21.6% | -2.7% |
| 6M | +1.1% | +36.5% | -35.4% | -3.8% |
| YTD | +17.7% | +19.0% | -1.2% | +14.6% |
| 1Y | +19.6% | +21.0% | -1.4% | +15.9% |
| 3Y | +117.6% | +69.9% | +47.7% | +100.5% |
| All | +127.1% | +56.3% | +70.8% | +108.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling