+69.7%
VT vs KMX
-20.9%
+90.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.5% | -3.4% |
| 7D | -4.2% | -6.4% | +2.2% | -3.3% |
| 30D | -5.8% | -4.9% | -0.9% | -5.2% |
| 3M | -5.2% | -7.2% | +1.9% | -4.5% |
| 6M | +0.1% | +41.2% | -41.1% | -5.6% |
| YTD | +8.2% | +36.1% | -27.9% | +1.6% |
| 1Y | +10.1% | +28.9% | -18.8% | +3.5% |
| All | +69.7% | -20.9% | +90.5% | +73.0% |
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