+10,141.5%
KLAC vs VCIT
+98.3%
+10,043.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +5.7% | -0.3% | +6.1% | +6.0% |
| 30D | -3.6% | -0.8% | -2.9% | -3.0% |
| 3M | -12.8% | -1.0% | -11.8% | -12.0% |
| 6M | +26.1% | -1.8% | +27.9% | +28.2% |
| YTD | +53.3% | -0.7% | +54.0% | +54.7% |
| 1Y | +113.7% | +1.0% | +112.7% | +113.3% |
| 3Y | +274.9% | +18.8% | +256.0% | +236.8% |
| 5Y | +470.1% | +3.5% | +466.7% | +435.2% |
| 10Y | +2,997.0% | +29.2% | +2,967.8% | +2,910.7% |
| All | +10,141.5% | +98.3% | +10,043.3% | +18,184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling