+226.1%
VSAT vs KMX
-25.6%
+251.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.3% | +7.5% | +5.1% |
| 7D | +17.3% | -0.7% | +18.0% | +17.6% |
| 30D | -3.3% | +4.1% | -7.4% | -5.1% |
| 3M | +18.7% | +27.5% | -8.8% | +5.4% |
| 6M | +77.6% | +43.6% | +34.0% | +46.8% |
| YTD | +125.6% | +56.8% | +68.9% | +76.0% |
| 1Y | +158.3% | -1.3% | +159.6% | +149.2% |
| 3Y | +226.1% | -25.4% | +251.5% | +213.2% |
| All | +226.1% | -25.6% | +251.7% | +213.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling