+470.4%
VRTX vs KMX
-2.3%
+472.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | -0.9% |
| 7D | -1.6% | +3.4% | -4.9% | -2.0% |
| 30D | +8.0% | +6.8% | +1.2% | +7.1% |
| 3M | +4.3% | -11.4% | +15.7% | +5.7% |
| 6M | +18.9% | +43.6% | -24.7% | +12.7% |
| YTD | +18.8% | +37.7% | -18.9% | +12.3% |
| 1Y | +24.0% | +53.0% | -29.0% | +15.4% |
| 3Y | +42.1% | -16.3% | +58.4% | +39.9% |
| 5Y | +187.6% | -64.2% | +251.8% | +216.8% |
| All | +470.4% | -2.3% | +472.7% | +381.8% |
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 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