+15.4%
KLAC vs VG
+48.6%
-33.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | -12.3% | -22.0% | +9.7% | -14.0% |
| 30D | -29.6% | -11.6% | -18.0% | -30.1% |
| 3M | -28.2% | -14.9% | -13.4% | -28.8% |
| 6M | -23.6% | -3.5% | -20.0% | -22.7% |
| YTD | +14.4% | +70.0% | -55.6% | +8.3% |
| 1Y | +15.4% | +50.0% | -34.6% | +11.4% |
| All | +15.4% | +48.6% | -33.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling