+204.6%
VZ vs KMI
+107.5%
+97.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +7.9% | +0.9% | +7.0% | +7.7% |
| 3M | +13.6% | 0.0% | +13.7% | +13.6% |
| 6M | +1.1% | -5.7% | +6.8% | +2.0% |
| YTD | +29.3% | +17.5% | +11.8% | +25.4% |
| 1Y | +21.2% | +22.3% | -1.0% | +16.7% |
| 3Y | +75.9% | +111.9% | -36.0% | +52.1% |
| 5Y | +24.1% | +151.8% | -127.8% | +3.6% |
| 10Y | +62.4% | +138.7% | -76.3% | +32.9% |
| All | +204.6% | +107.5% | +97.1% | +143.5% |
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 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