+48.1%
VXUS vs KMI
+145.6%
-97.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +0.6% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | -1.2% | -3.7% | +2.5% | -0.4% |
| 3M | -3.8% | +1.2% | -5.1% | -4.4% |
| 6M | -1.7% | -0.3% | -1.4% | -2.2% |
| YTD | +11.4% | +19.2% | -7.8% | +4.5% |
| 1Y | +13.3% | +21.7% | -8.4% | +5.6% |
| 3Y | +70.0% | +120.4% | -50.4% | +24.1% |
| 5Y | +48.1% | +144.9% | -96.8% | +4.4% |
| All | +48.1% | +145.6% | -97.5% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling