+181.2%
VRTX vs KMX
-53.9%
+235.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.1% | -2.8% |
| 7D | -3.4% | -0.7% | -2.7% | -3.4% |
| 30D | +6.6% | +4.1% | +2.5% | +6.2% |
| 3M | +19.4% | +27.5% | -8.1% | +16.7% |
| 6M | +15.8% | +43.6% | -27.8% | +11.6% |
| YTD | +16.7% | +56.8% | -40.1% | +11.2% |
| 1Y | +33.8% | -1.3% | +35.1% | +32.7% |
| 3Y | +54.2% | -25.4% | +79.6% | +55.0% |
| All | +181.2% | -53.9% | +235.1% | +188.5% |
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