+790.3%
VLO vs KMI
+158.9%
+631.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +9.6% | +6.5% | +3.1% | +4.1% |
| 30D | -17.4% | -3.4% | -14.0% | -15.0% |
| 3M | +10.8% | +0.4% | +10.4% | +10.0% |
| 6M | +56.9% | -0.9% | +57.9% | +57.1% |
| YTD | +136.8% | +20.5% | +116.3% | +100.3% |
| 1Y | +120.7% | +23.2% | +97.5% | +82.9% |
| 3Y | +231.9% | +121.6% | +110.3% | +55.7% |
| 5Y | +479.0% | +149.1% | +329.9% | +146.7% |
| All | +790.3% | +158.9% | +631.4% | +247.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling