+2,399.8%
VLO vs KMI
+112.8%
+2,287.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +9.6% | +6.5% | +3.1% | +5.3% |
| 30D | -17.4% | -3.4% | -14.0% | -15.5% |
| 3M | +10.8% | +0.4% | +10.4% | +10.3% |
| 6M | +56.9% | -0.9% | +57.9% | +57.3% |
| YTD | +136.8% | +20.5% | +116.3% | +109.3% |
| 1Y | +120.7% | +23.2% | +97.5% | +92.1% |
| 3Y | +231.9% | +121.6% | +110.3% | +92.7% |
| 5Y | +479.0% | +149.1% | +329.9% | +217.3% |
| 10Y | +792.2% | +158.3% | +633.9% | +374.7% |
| All | +2,399.8% | +112.8% | +2,287.1% | +1,113.8% |
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