+61.1%
VZ vs KMI
+133.3%
-72.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.2% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | +7.1% | +3.7% | +3.5% | +6.3% |
| 3M | +12.8% | +3.2% | +9.7% | +12.1% |
| 6M | +1.8% | -3.0% | +4.8% | +2.2% |
| YTD | +30.0% | +19.7% | +10.3% | +25.3% |
| 1Y | +24.3% | +25.6% | -1.3% | +18.7% |
| 3Y | +84.3% | +120.2% | -35.9% | +55.8% |
| 5Y | +25.9% | +160.5% | -134.5% | +2.7% |
| 10Y | +61.1% | +134.8% | -73.7% | +30.7% |
| All | +61.1% | +133.3% | -72.2% | +30.7% |
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