+25.3%
VZ vs KMI
+153.9%
-128.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +7.9% | +0.9% | +7.0% | +7.6% |
| 3M | +13.6% | 0.0% | +13.7% | +13.6% |
| 6M | +1.1% | -5.7% | +6.8% | +2.2% |
| YTD | +29.3% | +17.5% | +11.8% | +24.5% |
| 1Y | +21.2% | +22.3% | -1.0% | +15.7% |
| 3Y | +75.9% | +111.9% | -36.0% | +42.0% |
| All | +25.3% | +153.9% | -128.6% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling