+59.9%
VEA vs KMX
-54.8%
+114.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.9% |
| 7D | -1.5% | -3.1% | +1.7% | -1.0% |
| 30D | -0.8% | +4.4% | -5.3% | -1.5% |
| 3M | +2.5% | +18.9% | -16.4% | -0.6% |
| 6M | +11.1% | +44.3% | -33.1% | +3.9% |
| YTD | +17.2% | +58.7% | -41.5% | +7.4% |
| 1Y | +24.5% | +0.1% | +24.4% | +22.2% |
| 3Y | +75.4% | -24.4% | +99.9% | +77.4% |
| All | +59.9% | -54.8% | +114.7% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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