-18.9%
VST vs KMI
+24.4%
-43.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.8% |
| 7D | +9.9% | -0.4% | +10.3% | +9.8% |
| 30D | +7.9% | +3.7% | +4.3% | +8.3% |
| 3M | +3.4% | +3.2% | +0.3% | +3.8% |
| 6M | -4.1% | -3.0% | -1.1% | -4.7% |
| YTD | -5.7% | +19.7% | -25.4% | -2.8% |
| 1Y | -18.9% | +25.6% | -44.5% | -17.7% |
| All | -18.9% | +24.4% | -43.2% | -17.7% |
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 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