+5,695.3%
KLAC vs VEA
+167.0%
+5,528.3%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -2.3% |
| 7D | +6.2% | +0.3% | +5.9% | +5.9% |
| 30D | -5.0% | +0.4% | -5.4% | -5.3% |
| 3M | -14.4% | +4.8% | -19.2% | -17.4% |
| 6M | +28.3% | +11.3% | +17.0% | +16.9% |
| YTD | +51.1% | +17.4% | +33.7% | +31.1% |
| 1Y | +100.4% | +26.2% | +74.2% | +61.9% |
| 3Y | +276.3% | +77.7% | +198.6% | +118.1% |
| 5Y | +452.1% | +60.9% | +391.1% | +265.6% |
| 10Y | +2,986.0% | +163.6% | +2,822.4% | +1,273.3% |
| All | +5,695.3% | +167.0% | +5,528.3% | +2,278.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling