+430.6%
KLAC vs VEU
+53.0%
+377.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -0.9% |
| 7D | +2.5% | -1.9% | +4.4% | +6.2% |
| 30D | -11.5% | -0.7% | -10.8% | -10.2% |
| 3M | -16.9% | +4.9% | -21.8% | -21.7% |
| 6M | +22.2% | +9.8% | +12.4% | +7.2% |
| YTD | +46.4% | +15.3% | +31.0% | +19.6% |
| 1Y | +91.0% | +23.0% | +68.0% | +41.1% |
| 3Y | +264.6% | +73.5% | +191.1% | +57.1% |
| 5Y | +430.6% | +54.5% | +376.1% | +192.9% |
| All | +430.6% | +53.0% | +377.5% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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