-17.3%
KMX vs VO
+66.5%
-83.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -1.1% |
| 7D | 0.0% | +2.9% | -3.0% | -4.4% |
| 30D | +3.5% | +1.0% | +2.5% | +2.1% |
| 3M | -10.4% | -1.7% | -8.7% | -7.8% |
| 6M | +37.6% | +6.7% | +30.9% | +24.8% |
| YTD | +36.1% | +14.0% | +22.1% | +11.4% |
| 1Y | +52.8% | +13.7% | +39.1% | +25.7% |
| All | -17.3% | +66.5% | -83.8% | -69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling