+2,397.0%
VRT vs KMI
+178.0%
+2,219.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.2% | -4.7% |
| 7D | -7.7% | -2.1% | -5.6% | -6.4% |
| 30D | -12.0% | -1.7% | -10.3% | -11.1% |
| 3M | -11.7% | -1.9% | -9.8% | -11.2% |
| 6M | -8.1% | -4.3% | -3.7% | -6.6% |
| YTD | +53.2% | +15.8% | +37.4% | +37.7% |
| 1Y | +81.7% | +17.6% | +64.1% | +60.6% |
| 3Y | +535.3% | +113.1% | +422.2% | +314.3% |
| 5Y | +916.4% | +154.0% | +762.4% | +490.2% |
| All | +2,397.0% | +178.0% | +2,219.0% | +1,128.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling