+59.9%
VEA vs KMI
+151.4%
-91.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.5% | -1.7% | +0.3% | -1.0% |
| 30D | -0.8% | -2.7% | +1.9% | -0.2% |
| 3M | +2.5% | -0.7% | +3.1% | +2.3% |
| 6M | +11.1% | -5.0% | +16.1% | +12.1% |
| YTD | +17.2% | +15.5% | +1.7% | +10.9% |
| 1Y | +24.5% | +16.4% | +8.1% | +17.3% |
| 3Y | +75.4% | +114.2% | -38.7% | +28.4% |
| All | +59.9% | +151.4% | -91.5% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 5y: compounded portfolio wealth divided by compounded KMI 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…
5y analysis · Full analysis span regression · 6 months rolling