+8.0%
KMX vs VOO
+325.3%
-317.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.3% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | +4.4% | -1.1% | +5.5% | +5.8% |
| 3M | +18.9% | +3.9% | +15.0% | +13.7% |
| 6M | +44.3% | +13.6% | +30.6% | +23.8% |
| YTD | +58.7% | +12.7% | +46.0% | +37.8% |
| 1Y | +0.1% | +17.6% | -17.5% | -16.9% |
| 3Y | -24.4% | +77.3% | -101.7% | -61.0% |
| 5Y | -54.4% | +84.1% | -138.5% | -77.0% |
| All | +8.0% | +325.3% | -317.3% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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