+2,010.2%
VRT vs KMI
+190.1%
+1,820.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.7% |
| 7D | +18.6% | +6.0% | +12.6% | +14.5% |
| 30D | -11.7% | -3.4% | -8.3% | -9.4% |
| 3M | -27.3% | +1.8% | -29.1% | -27.9% |
| 6M | -42.9% | +0.4% | -43.3% | -43.4% |
| YTD | +29.5% | +20.8% | +8.7% | +13.7% |
| 1Y | +21.0% | +23.0% | -1.9% | +5.0% |
| 3Y | +403.1% | +123.3% | +279.8% | +220.5% |
| 5Y | +688.8% | +149.8% | +539.0% | +366.0% |
| All | +2,010.2% | +190.1% | +1,820.1% | +914.8% |
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 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