+8.0%
KMX vs VEU
+155.0%
-147.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.2% |
| 7D | -3.1% | -1.4% | -1.7% | -1.6% |
| 30D | +4.4% | -0.4% | +4.9% | +5.0% |
| 3M | +18.9% | +2.5% | +16.4% | +15.4% |
| 6M | +44.3% | +11.1% | +33.1% | +26.8% |
| YTD | +58.7% | +16.5% | +42.2% | +31.9% |
| 1Y | +0.1% | +22.9% | -22.8% | -21.5% |
| 3Y | -24.4% | +73.4% | -97.8% | -60.0% |
| 5Y | -54.4% | +56.1% | -110.5% | -72.7% |
| All | +8.0% | +155.0% | -147.0% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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