+2,723.0%
VRT vs KMI
+182.0%
+2,541.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.7% |
| 7D | +9.1% | -0.5% | +9.6% | +9.4% |
| 30D | +0.9% | +0.9% | 0.0% | +0.2% |
| 3M | -13.4% | 0.0% | -13.4% | -14.1% |
| 6M | +11.7% | -5.7% | +17.4% | +14.2% |
| YTD | +73.2% | +17.5% | +55.7% | +54.0% |
| 1Y | +123.4% | +22.3% | +101.1% | +92.6% |
| 3Y | +606.2% | +111.9% | +494.2% | +360.9% |
| 5Y | +899.9% | +151.8% | +748.1% | +482.5% |
| All | +2,723.0% | +182.0% | +2,541.0% | +1,274.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling