+1,934.0%
VRT vs KMI
+189.2%
+1,744.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +10.5% | +6.5% | +4.0% | +6.4% |
| 30D | -9.3% | -3.4% | -5.9% | -7.0% |
| 3M | -29.6% | +0.4% | -30.0% | -29.6% |
| 6M | -45.4% | -0.9% | -44.4% | -45.4% |
| YTD | +24.8% | +20.5% | +4.3% | +9.8% |
| 1Y | +23.6% | +23.2% | +0.4% | +7.1% |
| 3Y | +379.7% | +121.6% | +258.1% | +207.0% |
| 5Y | +660.3% | +149.1% | +511.2% | +350.0% |
| All | +1,934.0% | +189.2% | +1,744.7% | +879.9% |
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