+111.8%
KMI vs VSH
+132.4%
-20.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.1% | -1.7% |
| 7D | -0.5% | +4.1% | -4.6% | -1.5% |
| 30D | +0.9% | -4.2% | +5.1% | +1.4% |
| 3M | 0.0% | -50.0% | +50.0% | +15.5% |
| 6M | -5.7% | +80.2% | -85.9% | -25.6% |
| YTD | +17.5% | +121.1% | -103.6% | -13.4% |
| 1Y | +22.3% | +112.0% | -89.7% | -9.8% |
| 3Y | +111.9% | +22.5% | +89.4% | +75.8% |
| 5Y | +151.8% | +64.0% | +87.8% | +83.1% |
| 10Y | +138.7% | +170.4% | -31.7% | +38.4% |
| All | +111.8% | +132.4% | -20.5% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling