+3,041.8%
KLAC vs VCIT
+29.0%
+3,012.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | +10.6% | +0.1% | +10.5% | +10.5% |
| 30D | -4.5% | -0.8% | -3.7% | -3.5% |
| 3M | -10.3% | -0.5% | -9.7% | -9.4% |
| 6M | +40.9% | -1.4% | +42.3% | +44.3% |
| YTD | +56.1% | -0.8% | +56.9% | +58.8% |
| 1Y | +109.0% | +0.3% | +108.7% | +109.8% |
| 3Y | +288.8% | +19.2% | +269.6% | +212.0% |
| 5Y | +489.1% | +3.6% | +485.6% | +464.4% |
| 10Y | +3,041.8% | +29.3% | +3,012.5% | +2,696.0% |
| All | +3,041.8% | +29.0% | +3,012.8% | +2,696.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling