+2,243.9%
VRTX vs KMX
+392.6%
+1,851.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | +3.2% | +1.5% | +1.7% | +2.9% |
| 30D | +7.4% | +3.0% | +4.4% | +6.7% |
| 3M | +4.6% | -7.8% | +12.4% | +5.7% |
| 6M | +27.5% | +34.3% | -6.9% | +20.0% |
| YTD | +20.9% | +40.2% | -19.4% | +11.9% |
| 1Y | +30.1% | +63.0% | -32.9% | +17.1% |
| 3Y | +46.6% | -14.5% | +61.1% | +42.7% |
| 5Y | +191.6% | -64.3% | +255.9% | +220.2% |
| 10Y | +474.5% | +2.8% | +471.8% | +392.0% |
| All | +2,243.9% | +392.6% | +1,851.3% | +1,169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling