-34.9%
VST vs KMI
+26.0%
-60.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -4.1% | -9.7% | -13.3% |
| 7D | -15.7% | -5.2% | -10.5% | -15.2% |
| 30D | -17.0% | +1.2% | -18.2% | -16.2% |
| 3M | -15.9% | +1.3% | -17.2% | -15.2% |
| 6M | -25.0% | -1.1% | -23.8% | -25.1% |
| YTD | -25.1% | +19.0% | -44.1% | -20.8% |
| 1Y | -34.9% | +26.6% | -61.4% | -32.8% |
| All | -34.9% | +26.0% | -60.9% | -32.8% |
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 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