+267.2%
KLAC vs VEA
+73.9%
+193.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -0.9% |
| 7D | +2.5% | -2.1% | +4.5% | +6.4% |
| 30D | -11.5% | -1.1% | -10.5% | -9.7% |
| 3M | -16.9% | +5.1% | -22.0% | -22.0% |
| 6M | +22.2% | +9.8% | +12.5% | +7.5% |
| YTD | +46.4% | +15.9% | +30.4% | +18.8% |
| 1Y | +91.0% | +24.6% | +66.4% | +39.0% |
| All | +267.2% | +73.9% | +193.3% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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