+207.6%
KLAC vs VLTO
+54.8%
+152.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.6% |
| 7D | -12.3% | +5.4% | -17.7% | -13.7% |
| 30D | -29.6% | +22.3% | -52.0% | -34.3% |
| 3M | -28.2% | +19.6% | -47.9% | -32.6% |
| 6M | -23.6% | +35.2% | -58.7% | -33.3% |
| YTD | +14.4% | +17.9% | -3.5% | +8.2% |
| 1Y | +15.4% | +19.5% | -4.1% | +7.9% |
| 3Y | +184.3% | +73.9% | +110.4% | +139.7% |
| All | +207.6% | +54.8% | +152.8% | +170.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling