-7.2%
KMX vs VLTO
+27.2%
-34.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.9% |
| 7D | +1.9% | -2.3% | +4.2% | +3.2% |
| 30D | +11.7% | -0.9% | +12.6% | +12.1% |
| 3M | +34.9% | +13.8% | +21.1% | +24.5% |
| 6M | +50.3% | +2.0% | +48.3% | +47.4% |
| YTD | +63.8% | -3.2% | +67.0% | +65.5% |
| 1Y | +3.8% | -9.2% | +13.0% | +9.5% |
| All | -7.2% | +27.2% | -34.4% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling