+150.6%
KMI vs VRSN
+33.8%
+116.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -2.7% | +3.8% | -6.5% | -3.5% |
| 3M | -0.7% | +5.0% | -5.7% | -1.8% |
| 6M | -5.0% | +24.9% | -29.8% | -9.5% |
| YTD | +15.5% | +21.6% | -6.1% | +10.3% |
| 1Y | +16.4% | +2.4% | +14.0% | +15.5% |
| 3Y | +114.2% | +47.3% | +66.8% | +91.7% |
| All | +150.6% | +33.8% | +116.7% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling