-55.0%
KMX vs VO
+40.2%
-95.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.7% |
| 7D | -3.4% | -2.5% | -0.9% | +0.2% |
| 30D | +4.0% | -3.2% | +7.3% | +9.0% |
| 3M | +24.8% | +3.9% | +20.9% | +18.3% |
| 6M | +43.6% | +9.6% | +34.0% | +25.8% |
| YTD | +56.6% | +11.6% | +45.0% | +34.3% |
| 1Y | +2.2% | +12.6% | -10.4% | -12.7% |
| 3Y | -25.4% | +55.4% | -80.8% | -58.8% |
| 5Y | -55.0% | +41.8% | -96.8% | -72.4% |
| All | -55.0% | +40.2% | -95.2% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling