+113.7%
KLAC vs VIG
+16.9%
+96.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +8.5% |
| 7D | +5.7% | -0.4% | +6.2% | +6.8% |
| 30D | -3.6% | -1.0% | -2.7% | -1.3% |
| 3M | -12.8% | +2.8% | -15.6% | -18.7% |
| 6M | +26.1% | +8.2% | +17.9% | +4.3% |
| YTD | +53.3% | +11.0% | +42.3% | +19.7% |
| 1Y | +113.7% | +16.1% | +97.5% | +54.3% |
| All | +113.7% | +16.9% | +96.8% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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