+55.9%
VZ vs KMI
+102.8%
-47.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.8% |
| 7D | +2.1% | -10.8% | +12.9% | +4.1% |
| 30D | +1.4% | -5.0% | +6.4% | +2.1% |
| 3M | -1.3% | -3.4% | +2.1% | -0.9% |
| 6M | -0.5% | -3.4% | +2.9% | -0.2% |
| YTD | +19.6% | +13.1% | +6.5% | +17.1% |
| 1Y | +22.4% | +19.0% | +3.4% | +18.8% |
| 3Y | +55.9% | +106.1% | -50.3% | +25.5% |
| All | +55.9% | +102.8% | -47.0% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling