-11.2%
KMX vs VLTO
+26.2%
-37.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.9% |
| 7D | -0.7% | -1.6% | +0.9% | +0.1% |
| 30D | +4.1% | -2.9% | +7.0% | +5.7% |
| 3M | +27.5% | +12.7% | +14.8% | +18.4% |
| 6M | +43.6% | +1.6% | +42.0% | +41.2% |
| YTD | +56.8% | -4.0% | +60.7% | +59.1% |
| 1Y | -1.3% | -10.2% | +8.8% | +4.7% |
| All | -11.2% | +26.2% | -37.3% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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