+47.1%
VSAT vs KMX
-54.2%
+101.3%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.7% |
| 7D | +3.5% | -1.9% | +5.3% | +4.2% |
| 30D | -14.7% | +2.6% | -17.3% | -15.7% |
| 3M | +13.2% | +25.6% | -12.4% | +1.9% |
| 6M | +57.4% | +41.9% | +15.5% | +32.8% |
| YTD | +110.0% | +56.0% | +54.0% | +68.0% |
| 1Y | +134.4% | -1.8% | +136.2% | +123.8% |
| 3Y | +203.5% | -25.7% | +229.3% | +218.9% |
| 5Y | +47.1% | -54.7% | +101.9% | +75.9% |
| All | +47.1% | -54.2% | +101.3% | +75.9% |
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