+72.6%
VZ vs KMI
+158.9%
-86.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | +6.5% | -5.1% | +0.2% |
| 30D | +4.4% | -3.4% | +7.8% | +5.0% |
| 3M | -2.4% | +0.4% | -2.8% | -2.6% |
| 6M | +1.4% | -0.9% | +2.4% | +1.4% |
| YTD | +21.4% | +20.5% | +0.9% | +16.7% |
| 1Y | +20.3% | +23.2% | -2.9% | +15.1% |
| 3Y | +57.4% | +121.6% | -64.2% | +32.5% |
| 5Y | +21.9% | +149.1% | -127.1% | -0.1% |
| All | +72.6% | +158.9% | -86.3% | +38.3% |
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