+24.0%
VRTX vs KMX
+55.6%
-31.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | -0.8% |
| 7D | -1.6% | +3.4% | -4.9% | -1.7% |
| 30D | +8.0% | +6.8% | +1.2% | +7.9% |
| 3M | +4.3% | -11.4% | +15.7% | +4.7% |
| 6M | +18.9% | +43.6% | -24.7% | +16.8% |
| YTD | +18.8% | +37.7% | -18.9% | +15.2% |
| 1Y | +24.0% | +53.0% | -29.0% | +18.4% |
| All | +24.0% | +55.6% | -31.7% | +18.4% |
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