+2,419.7%
VLO vs KMI
+111.3%
+2,308.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.4% | +2.1% |
| 7D | +5.8% | -0.4% | +6.1% | +6.0% |
| 30D | +28.3% | +3.7% | +24.7% | +25.4% |
| 3M | +48.7% | +3.2% | +45.6% | +45.5% |
| 6M | +71.9% | -3.0% | +74.9% | +74.4% |
| YTD | +138.7% | +19.7% | +119.0% | +112.0% |
| 1Y | +148.5% | +25.6% | +122.8% | +112.7% |
| 3Y | +192.7% | +120.2% | +72.4% | +70.5% |
| 5Y | +601.6% | +160.5% | +441.1% | +274.0% |
| 10Y | +900.2% | +134.8% | +765.4% | +450.6% |
| All | +2,419.7% | +111.3% | +2,308.4% | +1,129.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling