+644.6%
VRT vs KMX
-25.6%
+670.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.3% | +8.0% | +4.6% |
| 7D | +13.6% | -0.7% | +14.3% | +13.7% |
| 30D | +6.8% | +4.1% | +2.7% | +5.7% |
| 3M | -3.2% | +27.5% | -30.7% | -8.8% |
| 6M | +20.3% | +43.6% | -23.2% | +9.0% |
| YTD | +79.6% | +56.8% | +22.8% | +58.3% |
| 1Y | +139.0% | -1.3% | +140.3% | +135.8% |
| 3Y | +644.6% | -25.4% | +670.0% | +648.7% |
| All | +644.6% | -25.6% | +670.2% | +648.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling