+373.4%
VST vs KMI
+112.2%
+261.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +4.0% |
| 7D | +8.9% | -0.5% | +9.4% | +9.3% |
| 30D | +6.2% | +0.9% | +5.3% | +5.0% |
| 3M | -2.7% | 0.0% | -2.7% | -3.8% |
| 6M | -8.4% | -5.7% | -2.7% | -5.2% |
| YTD | -7.2% | +17.5% | -24.7% | -24.2% |
| 1Y | -20.9% | +22.3% | -43.2% | -39.2% |
| All | +373.4% | +112.2% | +261.2% | +203.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling