+108.8%
KMI vs VTV
+485.2%
-376.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.8% |
| 7D | -2.1% | -2.1% | 0.0% | 0.0% |
| 30D | -1.7% | -1.3% | -0.4% | -0.4% |
| 3M | -1.9% | +5.6% | -7.5% | -7.4% |
| 6M | -4.3% | +12.4% | -16.7% | -15.5% |
| YTD | +15.8% | +17.6% | -1.8% | -2.6% |
| 1Y | +17.6% | +23.5% | -5.9% | -6.0% |
| 3Y | +113.1% | +67.0% | +46.1% | +24.1% |
| 5Y | +154.0% | +80.5% | +73.5% | +36.2% |
| 10Y | +133.1% | +230.6% | -97.5% | -30.0% |
| All | +108.8% | +485.2% | -376.4% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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