+113.7%
KLAC vs VLTO
-8.3%
+122.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.6% | +8.9% | +7.0% |
| 7D | +5.7% | -2.3% | +8.0% | +5.3% |
| 30D | -3.6% | -0.9% | -2.8% | -3.7% |
| 3M | -12.8% | +13.8% | -26.6% | -13.7% |
| 6M | +26.1% | +2.0% | +24.1% | +29.5% |
| YTD | +53.3% | -3.2% | +56.5% | +61.2% |
| 1Y | +113.7% | -9.2% | +122.8% | +129.9% |
| All | +113.7% | -8.3% | +122.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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