+6,223.2%
KLAC vs VGT
+2,279.6%
+3,943.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.0% |
| 7D | +10.6% | +1.8% | +8.8% | +8.1% |
| 30D | -4.5% | -0.3% | -4.2% | -4.0% |
| 3M | -10.3% | +3.4% | -13.6% | -11.7% |
| 6M | +40.9% | +35.0% | +5.9% | +0.9% |
| YTD | +56.1% | +28.8% | +27.3% | +19.3% |
| 1Y | +109.0% | +38.0% | +71.0% | +47.7% |
| 3Y | +288.8% | +125.8% | +163.0% | +56.8% |
| 5Y | +489.1% | +134.7% | +354.4% | +133.1% |
| 10Y | +3,041.8% | +792.6% | +2,249.2% | +181.6% |
| All | +6,223.2% | +2,279.6% | +3,943.6% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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