+184.2%
VZ vs KMI
+103.8%
+80.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | +2.2% | -6.5% | +8.8% | +3.4% |
| 30D | +10.6% | -5.1% | +15.7% | +11.5% |
| 3M | -0.6% | 0.0% | -0.6% | -0.8% |
| 6M | +0.7% | -0.9% | +1.6% | +0.7% |
| YTD | +20.6% | +15.4% | +5.2% | +17.2% |
| 1Y | +22.7% | +19.5% | +3.2% | +18.5% |
| 3Y | +57.2% | +116.3% | -59.1% | +35.3% |
| 5Y | +21.4% | +136.6% | -115.2% | +2.4% |
| 10Y | +65.5% | +139.6% | -74.1% | +35.3% |
| All | +184.2% | +103.8% | +80.4% | +127.6% |
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