+660.0%
VOO vs KMI
+111.3%
+548.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.1% |
| 7D | +0.5% | -0.4% | +0.9% | +0.6% |
| 30D | -0.9% | +3.7% | -4.6% | -2.1% |
| 3M | +3.9% | +3.2% | +0.7% | +2.6% |
| 6M | +14.5% | -3.0% | +17.5% | +15.0% |
| YTD | +13.0% | +19.7% | -6.7% | +5.9% |
| 1Y | +19.4% | +25.6% | -6.2% | +10.0% |
| 3Y | +78.9% | +120.2% | -41.3% | +36.2% |
| 5Y | +82.3% | +160.5% | -78.2% | +30.8% |
| 10Y | +314.2% | +134.8% | +179.4% | +191.9% |
| All | +660.0% | +111.3% | +548.7% | +402.0% |
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