+126.6%
KMX vs VEU
+190.9%
-64.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.9% |
| 7D | -0.7% | +1.7% | -2.4% | -2.3% |
| 30D | +4.1% | +1.0% | +3.1% | +3.2% |
| 3M | +27.5% | +5.6% | +21.9% | +20.8% |
| 6M | +43.6% | +13.7% | +29.9% | +25.7% |
| YTD | +56.8% | +17.7% | +39.0% | +32.6% |
| 1Y | -1.3% | +25.8% | -27.1% | -21.5% |
| 3Y | -25.4% | +77.1% | -102.5% | -57.3% |
| 5Y | -53.9% | +57.1% | -111.0% | -70.0% |
| 10Y | +0.7% | +149.8% | -149.1% | -56.8% |
| All | +126.6% | +190.9% | -64.3% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling