+144.8%
VXUS vs KMI
+137.5%
+7.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.8% |
| 7D | -1.9% | -2.1% | +0.1% | -1.3% |
| 30D | -0.7% | -1.7% | +0.9% | -0.3% |
| 3M | +4.9% | -1.9% | +6.8% | +5.2% |
| 6M | +9.7% | -4.3% | +14.0% | +10.5% |
| YTD | +15.0% | +15.8% | -0.8% | +8.5% |
| 1Y | +22.4% | +17.6% | +4.9% | +14.7% |
| 3Y | +72.2% | +113.1% | -40.9% | +28.5% |
| 5Y | +52.6% | +154.0% | -101.4% | +5.9% |
| All | +144.8% | +137.5% | +7.3% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling