+81.7%
VRT vs KMI
+20.9%
+60.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.2% | -5.6% |
| 7D | -7.7% | -2.1% | -5.6% | -7.6% |
| 30D | -12.0% | -1.7% | -10.3% | -11.8% |
| 3M | -11.7% | -1.9% | -9.8% | -11.7% |
| 6M | -8.1% | -4.3% | -3.7% | -7.8% |
| YTD | +53.2% | +15.8% | +37.4% | +54.7% |
| 1Y | +81.7% | +17.6% | +64.1% | +85.6% |
| All | +81.7% | +20.9% | +60.7% | +85.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling