+2,985.6%
KLAC vs VCIT
+29.1%
+2,956.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +5.7% | -0.3% | +6.1% | +6.2% |
| 30D | -3.6% | -0.8% | -2.9% | -2.6% |
| 3M | -12.8% | -1.0% | -11.8% | -11.4% |
| 6M | +26.1% | -1.8% | +27.9% | +29.9% |
| YTD | +53.3% | -0.7% | +54.0% | +55.8% |
| 1Y | +113.7% | +1.0% | +112.7% | +112.7% |
| 3Y | +274.9% | +18.8% | +256.0% | +201.9% |
| 5Y | +470.1% | +3.5% | +466.7% | +446.9% |
| All | +2,985.6% | +29.1% | +2,956.5% | +2,642.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling