+2,896.3%
KLAC vs VOO
+325.3%
+2,571.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.5% |
| 7D | -2.7% | -0.8% | -1.9% | -1.4% |
| 30D | -13.2% | -1.1% | -12.1% | -11.6% |
| 3M | -25.0% | +3.9% | -28.9% | -28.7% |
| 6M | +23.6% | +13.6% | +10.0% | +2.6% |
| YTD | +49.2% | +12.7% | +36.5% | +26.6% |
| 1Y | +89.3% | +17.6% | +71.7% | +51.2% |
| 3Y | +274.4% | +77.3% | +197.0% | +63.2% |
| 5Y | +440.9% | +84.1% | +356.8% | +132.8% |
| All | +2,896.3% | +325.3% | +2,571.0% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling