+54.3%
VXUS vs KMX
-54.2%
+108.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +0.3% | -1.9% | +2.1% | +0.6% |
| 30D | +0.7% | +2.6% | -1.9% | +0.2% |
| 3M | +4.8% | +25.6% | -20.8% | +0.8% |
| 6M | +11.3% | +41.9% | -30.5% | +4.6% |
| YTD | +16.5% | +56.0% | -39.5% | +7.4% |
| 1Y | +24.3% | -1.8% | +26.0% | +22.4% |
| 3Y | +74.5% | -25.7% | +100.2% | +76.8% |
| 5Y | +54.3% | -54.7% | +109.1% | +63.6% |
| All | +54.3% | -54.2% | +108.5% | +63.6% |
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