+130.8%
VTR vs KMX
-26.1%
+156.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | -1.8% | -3.4% | +1.6% | -1.6% |
| 30D | +4.0% | +4.0% | 0.0% | +3.8% |
| 3M | +7.8% | +24.8% | -16.9% | +6.3% |
| 6M | +6.4% | +43.6% | -37.3% | +3.6% |
| YTD | +18.3% | +56.6% | -38.3% | +14.1% |
| 1Y | +33.9% | +2.2% | +31.7% | +34.5% |
| All | +130.8% | -26.1% | +156.9% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling