-55.0%
KMX vs VEU
+53.0%
-108.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.8% |
| 7D | -3.4% | -1.9% | -1.5% | -1.3% |
| 30D | +4.0% | -0.7% | +4.8% | +4.9% |
| 3M | +24.8% | +4.9% | +19.9% | +18.1% |
| 6M | +43.6% | +9.8% | +33.8% | +27.5% |
| YTD | +56.6% | +15.3% | +41.3% | +30.7% |
| 1Y | +2.2% | +23.0% | -20.8% | -20.8% |
| 3Y | -25.4% | +73.5% | -98.9% | -62.3% |
| 5Y | -55.0% | +54.5% | -109.5% | -75.4% |
| All | -55.0% | +53.0% | -108.1% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling