+129.5%
KMI vs VO
+200.3%
-70.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.0% |
| 7D | -1.7% | -1.5% | -0.2% | -0.4% |
| 30D | -2.7% | -3.0% | +0.3% | -0.2% |
| 3M | -0.7% | +2.8% | -3.5% | -3.3% |
| 6M | -5.0% | +10.9% | -15.9% | -13.9% |
| YTD | +15.5% | +12.5% | +3.0% | +3.1% |
| 1Y | +16.4% | +12.0% | +4.5% | +4.1% |
| 3Y | +114.2% | +56.3% | +57.9% | +40.1% |
| 5Y | +153.3% | +42.9% | +110.3% | +76.3% |
| All | +129.5% | +200.3% | -70.7% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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