+6,337.8%
KLAC vs VEU
+188.7%
+6,149.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.4% |
| 7D | +6.2% | +0.3% | +5.9% | +5.9% |
| 30D | -5.0% | +0.7% | -5.7% | -5.5% |
| 3M | -14.4% | +4.7% | -19.1% | -17.2% |
| 6M | +28.3% | +11.6% | +16.7% | +16.9% |
| YTD | +51.1% | +16.8% | +34.3% | +32.5% |
| 1Y | +100.4% | +24.9% | +75.5% | +64.8% |
| 3Y | +276.3% | +75.7% | +200.6% | +124.1% |
| 5Y | +452.1% | +56.1% | +395.9% | +282.4% |
| 10Y | +2,986.0% | +153.6% | +2,832.3% | +1,371.5% |
| All | +6,337.8% | +188.7% | +6,149.2% | +2,494.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling