+425.8%
VRTX vs KMX
+10.2%
+415.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.3% |
| 7D | -7.8% | -3.4% | -4.4% | -7.4% |
| 30D | -2.8% | +4.0% | -6.9% | -3.4% |
| 3M | +18.1% | +24.8% | -6.7% | +14.2% |
| 6M | +3.1% | +43.6% | -40.5% | -2.6% |
| YTD | +13.5% | +56.6% | -43.1% | +5.5% |
| 1Y | +32.4% | +2.2% | +30.2% | +29.6% |
| 3Y | +50.0% | -25.4% | +75.4% | +50.7% |
| 5Y | +172.9% | -55.0% | +227.9% | +190.6% |
| All | +425.8% | +10.2% | +415.7% | +314.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling