+194.8%
VRTX vs KMX
-64.3%
+259.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | +3.2% | +1.5% | +1.7% | +3.1% |
| 30D | +7.4% | +3.0% | +4.4% | +7.1% |
| 3M | +4.6% | -7.8% | +12.4% | +5.1% |
| 6M | +27.5% | +34.3% | -6.9% | +23.7% |
| YTD | +20.9% | +40.2% | -19.4% | +16.1% |
| 1Y | +30.1% | +63.0% | -32.9% | +23.1% |
| 3Y | +46.6% | -14.5% | +61.1% | +45.2% |
| All | +194.8% | -64.3% | +259.0% | +202.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling