+129.5%
KMI vs VSAT
+3.3%
+126.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.7% | -1.3% | -0.4% | -1.6% |
| 30D | -2.7% | -14.8% | +12.1% | -1.0% |
| 3M | -0.7% | +2.2% | -2.9% | -2.3% |
| 6M | -5.0% | +60.2% | -65.2% | -13.2% |
| YTD | +15.5% | +115.6% | -100.2% | +0.2% |
| 1Y | +16.4% | +132.9% | -116.4% | -1.3% |
| 3Y | +114.2% | +216.1% | -101.9% | +54.2% |
| 5Y | +153.3% | +52.9% | +100.3% | +98.3% |
| All | +129.5% | +3.3% | +126.2% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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