+1,065.6%
VRT vs KMI
+161.9%
+903.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.8% | +2.5% |
| 7D | +13.6% | -0.4% | +14.0% | +13.8% |
| 30D | +6.8% | +3.7% | +3.1% | +4.2% |
| 3M | -3.2% | +3.2% | -6.4% | -6.1% |
| 6M | +20.3% | -3.0% | +23.3% | +21.1% |
| YTD | +79.6% | +19.7% | +59.9% | +55.4% |
| 1Y | +139.0% | +25.6% | +113.4% | +98.1% |
| 3Y | +644.6% | +120.2% | +524.4% | +399.1% |
| All | +1,065.6% | +161.9% | +903.7% | +654.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling