+81.7%
VRT vs KMX
-0.2%
+81.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.7% |
| 7D | -7.7% | -3.4% | -4.3% | -7.4% |
| 30D | -12.0% | +4.0% | -16.0% | -12.4% |
| 3M | -11.7% | +24.8% | -36.5% | -14.3% |
| 6M | -8.1% | +43.6% | -51.7% | -13.3% |
| YTD | +53.2% | +56.6% | -3.4% | +43.0% |
| 1Y | +81.7% | +2.2% | +79.4% | +82.7% |
| All | +81.7% | -0.2% | +81.9% | +82.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling