-32.0%
VST vs KMX
+42.7%
-74.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.1% | +12.7% | +10.6% |
| 7D | -9.8% | -7.4% | -2.4% | -9.6% |
| 30D | -25.1% | -3.4% | -21.8% | -25.2% |
| 3M | -11.6% | -11.3% | -0.2% | -11.2% |
| 6M | -20.9% | +30.6% | -51.5% | -21.1% |
| YTD | -22.3% | +33.2% | -55.5% | -20.8% |
| 1Y | -32.0% | +66.7% | -98.7% | -30.5% |
| All | -32.0% | +42.7% | -74.7% | -30.5% |
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