+471.6%
VLO vs KMI
+149.2%
+322.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.1% |
| 7D | +6.8% | +6.0% | +0.7% | +2.4% |
| 30D | -17.9% | -3.4% | -14.5% | -15.8% |
| 3M | +13.5% | +1.8% | +11.8% | +11.9% |
| 6M | +53.0% | +0.4% | +52.6% | +51.8% |
| YTD | +133.7% | +20.8% | +112.9% | +101.7% |
| 1Y | +115.7% | +23.0% | +92.7% | +83.4% |
| 3Y | +231.9% | +123.3% | +108.6% | +51.8% |
| 5Y | +471.6% | +149.8% | +321.8% | +133.0% |
| All | +471.6% | +149.2% | +322.4% | +133.0% |
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 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