+63.4%
VSH vs KMX
+35.0%
+28.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.4% | -5.8% |
| 7D | -13.6% | +2.1% | -15.8% | -14.3% |
| 30D | -30.4% | +0.5% | -30.9% | -30.7% |
| 3M | -33.3% | -4.1% | -29.2% | -33.0% |
| 6M | -15.1% | +49.5% | -64.6% | -24.4% |
| YTD | +80.2% | +42.7% | +37.5% | +59.5% |
| 1Y | +63.4% | +35.3% | +28.0% | +45.1% |
| All | +63.4% | +35.0% | +28.4% | +45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling