+122.6%
KMI vs VLTO
+56.1%
+66.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.9% |
| 7D | -6.5% | +2.0% | -8.6% | -6.8% |
| 30D | -5.1% | +21.8% | -26.9% | -7.8% |
| 3M | 0.0% | +20.2% | -20.2% | -2.7% |
| 6M | -0.9% | +36.3% | -37.2% | -5.7% |
| YTD | +15.4% | +18.8% | -3.4% | +12.3% |
| 1Y | +19.5% | +20.4% | -0.9% | +15.9% |
| 3Y | +116.3% | +71.9% | +44.4% | +99.1% |
| All | +122.6% | +56.1% | +66.5% | +104.1% |
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