+160.3%
VXUS vs KMI
+113.4%
+46.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.3% |
| 7D | +2.3% | +6.0% | -3.7% | +0.5% |
| 30D | -2.2% | -3.4% | +1.2% | -1.3% |
| 3M | -5.4% | +1.8% | -7.2% | -6.2% |
| 6M | -1.2% | +0.4% | -1.7% | -2.1% |
| YTD | +10.4% | +20.8% | -10.5% | +2.9% |
| 1Y | +11.8% | +23.0% | -11.1% | +3.6% |
| 3Y | +68.4% | +123.3% | -54.9% | +26.6% |
| 5Y | +45.9% | +149.8% | -103.9% | +4.8% |
| 10Y | +144.7% | +159.0% | -14.2% | +65.4% |
| All | +160.3% | +113.4% | +46.9% | +69.0% |
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 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