+433.3%
KLAC vs VEA
+59.5%
+373.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +0.2% |
| 7D | -2.7% | -1.5% | -1.2% | -0.2% |
| 30D | -13.2% | -0.8% | -12.3% | -11.8% |
| 3M | -25.0% | +2.5% | -27.5% | -26.9% |
| 6M | +23.6% | +11.1% | +12.5% | +6.7% |
| YTD | +49.2% | +17.2% | +32.0% | +19.5% |
| 1Y | +89.3% | +24.5% | +64.8% | +38.5% |
| 3Y | +274.4% | +75.4% | +198.9% | +63.1% |
| All | +433.3% | +59.5% | +373.8% | +192.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling