+1,002.6%
VST vs KMI
+123.1%
+879.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.8% | +11.3% | +11.0% |
| 7D | -9.8% | -10.8% | +1.0% | -3.4% |
| 30D | -25.1% | -5.0% | -20.1% | -22.8% |
| 3M | -11.6% | -3.4% | -8.2% | -9.8% |
| 6M | -20.9% | -3.4% | -17.5% | -19.9% |
| YTD | -22.3% | +13.1% | -35.4% | -28.9% |
| 1Y | -32.0% | +19.0% | -51.0% | -39.8% |
| 3Y | +262.4% | +106.1% | +156.3% | +150.9% |
| 5Y | +563.4% | +130.1% | +433.3% | +331.1% |
| 10Y | +1,120.7% | +151.9% | +968.8% | +606.8% |
| All | +1,002.6% | +123.1% | +879.4% | +553.9% |
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