+31.7%
VRSN vs KMX
-54.2%
+85.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.8% |
| 7D | -1.0% | -1.9% | +0.8% | -0.7% |
| 30D | -1.9% | +2.6% | -4.5% | -2.3% |
| 3M | +1.4% | +25.6% | -24.2% | -2.8% |
| 6M | +19.0% | +41.9% | -22.8% | +11.1% |
| YTD | +19.2% | +56.0% | -36.8% | +8.7% |
| 1Y | +1.7% | -1.8% | +3.5% | +0.2% |
| 3Y | +41.4% | -25.7% | +67.2% | +43.6% |
| 5Y | +31.7% | -54.7% | +86.4% | +46.8% |
| All | +31.7% | -54.2% | +85.8% | +46.8% |
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