+2,545.5%
VRT vs KMI
+182.1%
+2,363.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.8% | -7.8% | -8.5% |
| 7D | +2.4% | -1.8% | +4.2% | +3.6% |
| 30D | -2.7% | +0.1% | -2.7% | -2.8% |
| 3M | -9.2% | +1.2% | -10.3% | -10.5% |
| 6M | -0.5% | -3.9% | +3.4% | +0.7% |
| YTD | +62.3% | +17.5% | +44.8% | +44.5% |
| 1Y | +109.6% | +22.6% | +86.9% | +80.5% |
| 3Y | +573.1% | +116.3% | +456.8% | +334.8% |
| 5Y | +953.6% | +157.6% | +796.0% | +506.4% |
| All | +2,545.5% | +182.1% | +2,363.4% | +1,189.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling