-64.4%
KMX vs VIG
+64.4%
-128.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +3.4% | +3.5% | -0.1% | -2.1% |
| 30D | +6.8% | +4.9% | +1.9% | -0.8% |
| 3M | -11.4% | +2.5% | -13.9% | -14.6% |
| 6M | +43.6% | +11.0% | +32.5% | +21.8% |
| YTD | +37.7% | +16.0% | +21.8% | +9.3% |
| 1Y | +53.0% | +17.5% | +35.4% | +19.1% |
| 3Y | -16.3% | +67.0% | -83.3% | -61.9% |
| All | -64.4% | +64.4% | -128.9% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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