+208.3%
VEA vs KMI
+107.5%
+100.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.3% |
| 7D | +0.3% | -1.8% | +2.1% | +0.9% |
| 30D | +0.4% | +0.1% | +0.4% | +0.3% |
| 3M | +4.8% | +1.2% | +3.7% | +4.1% |
| 6M | +11.3% | -3.9% | +15.2% | +12.0% |
| YTD | +17.4% | +17.5% | -0.1% | +10.6% |
| 1Y | +26.2% | +22.6% | +3.6% | +17.0% |
| 3Y | +77.7% | +116.3% | -38.6% | +34.9% |
| 5Y | +60.9% | +157.6% | -96.7% | +14.3% |
| 10Y | +163.6% | +136.6% | +27.0% | +82.9% |
| All | +208.3% | +107.5% | +100.7% | +100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling