+26.2%
KLAC vs VIG
+19.5%
+6.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -8.8% |
| 7D | -5.7% | +2.7% | -8.4% | -11.4% |
| 30D | -27.6% | +7.0% | -34.6% | -38.7% |
| 3M | -23.3% | +4.0% | -27.3% | -30.2% |
| 6M | -12.4% | +12.3% | -24.6% | -33.9% |
| YTD | +23.7% | +16.4% | +7.4% | -13.3% |
| 1Y | +26.2% | +19.2% | +7.0% | -15.3% |
| All | +26.2% | +19.5% | +6.7% | -15.3% |
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