+82.6%
VOO vs KMI
+151.2%
-68.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.4% |
| 30D | -1.7% | -1.7% | 0.0% | -1.3% |
| 3M | +4.7% | -1.9% | +6.6% | +5.0% |
| 6M | +12.6% | -4.3% | +16.9% | +13.5% |
| YTD | +11.8% | +15.8% | -4.0% | +5.0% |
| 1Y | +17.5% | +17.6% | 0.0% | +9.5% |
| 3Y | +77.0% | +113.1% | -36.1% | +27.4% |
| 5Y | +82.6% | +154.0% | -71.4% | +21.8% |
| All | +82.6% | +151.2% | -68.6% | +21.8% |
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 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