+154.3%
KMI vs VT
+221.8%
-67.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +6.5% | +2.4% | +4.2% | +4.4% |
| 30D | -3.4% | -1.5% | -1.9% | -2.3% |
| 3M | +0.4% | -4.1% | +4.5% | +3.8% |
| 6M | -0.9% | +0.6% | -1.5% | -2.5% |
| YTD | +20.5% | +11.0% | +9.5% | +7.4% |
| 1Y | +23.2% | +13.3% | +9.8% | +7.5% |
| 3Y | +121.6% | +73.4% | +48.2% | +26.1% |
| 5Y | +149.1% | +57.4% | +91.7% | +54.9% |
| All | +154.3% | +221.8% | -67.4% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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