+3.8%
KMX vs VO
+15.8%
-12.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.4% |
| 7D | +1.9% | -0.3% | +2.2% | +2.4% |
| 30D | +11.7% | -0.3% | +12.0% | +12.3% |
| 3M | +34.9% | +2.9% | +31.9% | +27.9% |
| 6M | +50.3% | +9.3% | +40.9% | +28.3% |
| YTD | +63.8% | +14.2% | +49.6% | +26.6% |
| 1Y | +3.8% | +15.3% | -11.4% | -24.6% |
| All | +3.8% | +15.8% | -12.0% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling