+18.0%
VTEB vs KMX
+11.6%
+6.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.3% |
| 7D | -0.9% | -3.1% | +2.2% | -0.8% |
| 30D | -2.5% | +4.4% | -7.0% | -2.6% |
| 3M | -3.0% | +18.9% | -21.9% | -3.4% |
| 6M | -2.1% | +44.3% | -46.4% | -3.1% |
| YTD | -1.5% | +58.7% | -60.2% | -2.8% |
| 1Y | +0.2% | +0.1% | +0.1% | -0.1% |
| 3Y | +8.6% | -24.4% | +33.0% | +8.6% |
| 5Y | +1.2% | -54.4% | +55.6% | +2.4% |
| All | +18.0% | +11.6% | +6.4% | +15.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling