+2,339.9%
VLO vs KMI
+107.5%
+2,232.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +5.2% | -0.5% | +5.7% | +5.5% |
| 30D | +22.6% | +0.9% | +21.7% | +21.8% |
| 3M | +43.8% | 0.0% | +43.8% | +43.4% |
| 6M | +65.7% | -5.7% | +71.4% | +71.1% |
| YTD | +131.1% | +17.5% | +113.6% | +107.6% |
| 1Y | +143.6% | +22.3% | +121.3% | +112.1% |
| 3Y | +201.4% | +111.9% | +89.4% | +79.9% |
| 5Y | +568.9% | +151.8% | +417.0% | +264.0% |
| 10Y | +891.8% | +138.7% | +753.2% | +445.6% |
| All | +2,339.9% | +107.5% | +2,232.4% | +1,104.0% |
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 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