+45.9%
VXUS vs KMX
-65.0%
+110.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | -2.2% | +3.5% | -5.7% | -2.8% |
| 3M | -5.4% | -10.4% | +5.0% | -4.1% |
| 6M | -1.2% | +37.6% | -38.9% | -6.7% |
| YTD | +10.4% | +36.1% | -25.7% | +3.5% |
| 1Y | +11.8% | +52.8% | -40.9% | +2.8% |
| 3Y | +68.4% | -17.0% | +85.4% | +66.8% |
| 5Y | +45.9% | -64.7% | +110.5% | +66.2% |
| All | +45.9% | -65.0% | +110.8% | +66.2% |
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