+160.2%
VXUS vs KMI
+112.8%
+47.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.1% | +6.5% | -4.4% | +0.2% |
| 30D | -1.1% | -3.4% | +2.3% | -0.2% |
| 3M | -5.6% | +0.4% | -6.0% | -6.1% |
| 6M | -2.3% | -0.9% | -1.3% | -2.6% |
| YTD | +10.4% | +20.5% | -10.1% | +3.0% |
| 1Y | +13.1% | +23.2% | -10.1% | +4.7% |
| 3Y | +68.0% | +121.6% | -53.6% | +26.6% |
| 5Y | +45.8% | +149.1% | -103.3% | +4.9% |
| 10Y | +144.7% | +158.3% | -13.6% | +65.5% |
| All | +160.2% | +112.8% | +47.4% | +69.2% |
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