+111.8%
KMI vs VT
+363.6%
-251.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.5% | +0.4% | -1.0% | -0.9% |
| 30D | +0.9% | +1.0% | -0.1% | -0.1% |
| 3M | 0.0% | +2.4% | -2.4% | -2.7% |
| 6M | -5.7% | +12.0% | -17.7% | -15.8% |
| YTD | +17.5% | +15.3% | +2.1% | +1.8% |
| 1Y | +22.3% | +22.6% | -0.3% | 0.0% |
| 3Y | +111.9% | +74.7% | +37.3% | +23.4% |
| 5Y | +151.8% | +66.1% | +85.7% | +51.8% |
| 10Y | +138.7% | +225.0% | -86.4% | -22.5% |
| All | +111.8% | +363.6% | -251.8% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling