+175.2%
KMX vs VOO
+812.0%
-636.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | -0.7% | +0.5% | -1.2% | -1.3% |
| 30D | +4.1% | -0.9% | +5.0% | +5.3% |
| 3M | +27.5% | +3.9% | +23.6% | +21.9% |
| 6M | +43.6% | +14.5% | +29.0% | +21.9% |
| YTD | +56.8% | +13.0% | +43.8% | +35.6% |
| 1Y | -1.3% | +19.4% | -20.7% | -19.7% |
| 3Y | -25.4% | +78.9% | -104.3% | -62.2% |
| 5Y | -53.9% | +82.3% | -136.2% | -76.6% |
| 10Y | +0.7% | +314.2% | -313.5% | -80.1% |
| All | +175.2% | +812.0% | -636.8% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling