+105.5%
KMI vs VT
+335.1%
-229.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -0.7% |
| 7D | -10.3% | -4.2% | -6.2% | -7.0% |
| 30D | -5.3% | -5.8% | +0.5% | -0.4% |
| 3M | -2.1% | -5.2% | +3.1% | +2.2% |
| 6M | -4.8% | +0.1% | -4.9% | -6.1% |
| YTD | +14.0% | +8.2% | +5.7% | +4.1% |
| 1Y | +20.9% | +10.1% | +10.7% | +8.6% |
| 3Y | +105.3% | +69.7% | +35.6% | +22.1% |
| 5Y | +131.8% | +53.4% | +78.5% | +49.7% |
| 10Y | +153.9% | +219.2% | -65.4% | -16.4% |
| All | +105.5% | +335.1% | -229.6% | -44.8% |
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