+154.0%
KMI vs VSH
+64.0%
+90.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -2.1% | +2.8% | -4.8% | -2.3% |
| 30D | -1.7% | -6.0% | +4.3% | -1.2% |
| 3M | -1.9% | -42.6% | +40.8% | +3.1% |
| 6M | -4.3% | +82.1% | -86.4% | -16.0% |
| YTD | +15.8% | +117.5% | -101.7% | -1.7% |
| 1Y | +17.6% | +109.0% | -91.4% | -0.1% |
| 3Y | +113.1% | +34.9% | +78.3% | +93.5% |
| 5Y | +154.0% | +65.1% | +88.9% | +113.4% |
| All | +154.0% | +64.0% | +90.0% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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