+26.2%
KLAC vs VCIT
-0.8%
+27.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -5.9% |
| 7D | -5.7% | +0.4% | -6.1% | -6.9% |
| 30D | -27.6% | +2.2% | -29.8% | -33.1% |
| 3M | -23.3% | -1.8% | -21.4% | -15.6% |
| 6M | -12.4% | -1.6% | -10.7% | -3.9% |
| YTD | +23.7% | -1.7% | +25.5% | +36.3% |
| 1Y | +26.2% | -0.8% | +27.0% | +38.5% |
| All | +26.2% | -0.8% | +27.0% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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