+114.2%
KMI vs VOO
+77.4%
+36.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -2.7% | -1.1% | -1.7% | -2.3% |
| 3M | -0.7% | +3.9% | -4.6% | -2.5% |
| 6M | -5.0% | +13.6% | -18.6% | -11.1% |
| YTD | +15.5% | +12.7% | +2.8% | +8.3% |
| 1Y | +16.4% | +17.6% | -1.1% | +6.4% |
| 3Y | +114.2% | +77.3% | +36.8% | +54.0% |
| All | +114.2% | +77.4% | +36.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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