+115.7%
KMI vs VOO
+667.4%
-551.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | -0.4% | +0.5% | -0.9% | -0.9% |
| 30D | +3.7% | -0.9% | +4.6% | +4.4% |
| 3M | +3.2% | +3.9% | -0.7% | -0.7% |
| 6M | -3.0% | +14.5% | -17.5% | -14.6% |
| YTD | +19.7% | +13.0% | +6.7% | +6.3% |
| 1Y | +25.6% | +19.4% | +6.2% | +6.0% |
| 3Y | +120.2% | +78.9% | +41.3% | +26.9% |
| 5Y | +160.5% | +82.3% | +78.2% | +44.5% |
| 10Y | +134.8% | +314.2% | -179.4% | -41.1% |
| All | +115.7% | +667.4% | -551.7% | -66.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling